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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 | $9,615 | $155,833-93.8% | $124,693-92.3% | $167,536-94.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.98% | 17.98%-7.0pp | 5144.19%-5133.2pp | 478.82%-467.8pp |
| Employer contribution / active EE | $3,285 | $4,164-21.1% | $3,324-1.2% | $4,839-32.1% |
| Participant deferral / active EE | $3,464 | $5,675-39.0% | $4,615-24.9% | $6,342-45.4% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |