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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 | $1,773 | $100,911-98.2% | $90,440-98.0% | $158,966-98.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 9.01% | 1726.62%-1717.6pp | 1294.38%-1285.4pp | 302.95%-293.9pp |
| Employer contribution / active EE | $1,164 | $3,690-68.5% | $3,263-64.3% | $4,762-75.6% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |