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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 | $6,009 | $117,829-94.9% | $102,423-94.1% | $145,877-95.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 31.83%-13.6pp | 29.42%-11.2pp | 551.28%-533.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,542 | $5,732-20.8% | $5,054-10.1% | $6,691-32.1% |
| Admin fee / account holder | $66 | $13,335-99.5% | $9,455-99.3% | $13,402-99.5% |