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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 | $1,498 | $100,147-98.5% | $81,286-98.2% | $145,877-99.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.94% | 34.44%-20.5pp | 24.80%-10.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $579 | $2,977-80.5% | $2,463-76.5% | $4,663-87.6% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |