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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 | $10,065 | $111,785-91.0% | $93,669-89.3% | $145,877-93.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.67% | 203.79%-190.1pp | 133.59%-119.9pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,067 | $3,096-65.5% | $2,424-56.0% | $4,663-77.1% |
| Participant deferral / active EE | $4,538 | $4,919-7.7% | $4,416+2.8% | $6,691-32.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |