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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 | $5,294 | $124,980-95.8% | $108,359-95.1% | $154,746-96.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 26.68% | 45.00%-18.3pp | 36.89%-10.2pp | 172.34%-145.7pp |
| Employer contribution / active EE | $1,667 | $2,851-41.5% | $2,399-30.5% | $4,379-61.9% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $39 | $11,502-99.7% | $9,741-99.6% | $14,365-99.7% |