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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 | $10,021 | $90,486-88.9% | $78,676-87.3% | $273,972-96.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.73% | 75.62%-62.9pp | 62.19%-49.5pp | 41.46%-28.7pp |
| Employer contribution / active EE | $1,149 | $3,175-63.8% | $2,850-59.7% | $4,869-76.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $47 | $5,263-99.1% | $4,510-99.0% | $10,133-99.5% |