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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 | $11,748 | $124,346-90.6% | $111,306-89.4% | $167,553-93.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.35% | 37.46%-18.1pp | 54.67%-35.3pp | 478.89%-459.5pp |
| Employer contribution / active EE | $1,598 | $3,438-53.5% | $2,732-41.5% | $4,840-67.0% |
| Participant deferral / active EE | $2,125 | $5,182-59.0% | $4,488-52.6% | $6,343-66.5% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |