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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,365 | $95,979-82.9% | $74,551-78.0% | $135,380-87.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.59% | 56.97%-49.4pp | 32.53%-24.9pp | 519.81%-512.2pp |
| Employer contribution / active EE | $632 | $2,716-76.7% | $1,961-67.8% | $4,779-86.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $157 | $6,522-97.6% | $5,059-96.9% | $10,828-98.6% |