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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 | $5,287 | $114,199-95.4% | $119,237-95.6% | $167,553-96.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.75% | 29.88%-10.1pp | 30.70%-10.9pp | 478.89%-459.1pp |
| Employer contribution / active EE | $2,705 | $4,480-39.6% | $4,383-38.3% | $4,840-44.1% |
| Participant deferral / active EE | $0 | $6,086-100.0% | $6,112-100.0% | $6,343-100.0% |
| Admin fee / account holder | $102 | $8,939-98.9% | $7,229-98.6% | $12,316-99.2% |