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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 | $5,516 | $63,342-91.3% | $92,236-94.0% | $70,131-92.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 44.43% | 530.15%-485.7pp | 176.29%-131.9pp | 73.14%-28.7pp |
| Employer contribution / active EE | $2,345 | $2,471-5.1% | $3,679-36.3% | $2,342+0.1% |
| Participant deferral / active EE | $2,089 | $2,854-26.8% | $3,897-46.4% | $3,332-37.3% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |