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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 | $7,170 | $137,414-94.8% | $189,537-96.2% | $85,847-91.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.52% | 38.14%-20.6pp | 555.34%-537.8pp | 318.61%-301.1pp |
| Employer contribution / active EE | $3,571 | $4,344-17.8% | $6,161-42.0% | $2,565+39.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,048-100.0% | $6,261-100.0% |