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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 | $15,583 | $115,814-86.5% | $101,275-84.6% | $158,982-90.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.67% | 56.16%-46.5pp | 46.48%-36.8pp | 302.99%-293.3pp |
| Employer contribution / active EE | $1,771 | $4,176-57.6% | $3,660-51.6% | $4,763-62.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $211 | $7,249-97.1% | $5,948-96.5% | $11,252-98.1% |