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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 | $5,953 | $108,285-94.5% | $77,552-92.3% | $158,982-96.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 1.23% | 31.69%-30.5pp | 54.82%-53.6pp | 302.99%-301.8pp |
| Employer contribution / active EE | $1,068 | $1,325-19.4% | $987+8.3% | $4,763-77.6% |
| Participant deferral / active EE | $2,364 | $2,455-3.7% | $1,861+27.0% | $5,983-60.5% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |