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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 | $5,295 | $89,367-94.1% | $141,191-96.3% | $72,975-92.7% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 34.62% | 111.87%-77.2pp | 71.41%-36.8pp | 81.01%-46.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,607 | $5,419-33.4% | $6,710-46.2% | $3,6080% |
| Admin fee / account holder | $27 | $5,957-99.6% | $10,264-99.7% | $5,124-99.5% |