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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 | $9,006 | $107,368-91.6% | $92,915-90.3% | $152,909-94.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.89% | 145.64%-119.8pp | 109.45%-83.6pp | 345.46%-319.6pp |
| Employer contribution / active EE | $1,324 | $4,222-68.7% | $3,653-63.8% | $4,764-72.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9 | $7,082-99.9% | $5,796-99.8% | $11,601-99.9% |