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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 | $9,434 | $77,419-87.8% | $69,461-86.4% | $152,885-93.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 11.47% | 39.07%-27.6pp | 28.97%-17.5pp | 345.39%-333.9pp |
| Employer contribution / active EE | $1,429 | $3,315-56.9% | $2,779-48.6% | $4,763-70.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $77 | $6,207-98.8% | $3,840-98.0% | $11,598-99.3% |