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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 | $11,377 | $150,346-92.4% | $120,524-90.6% | $145,877-92.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.29% | 154.40%-139.1pp | 107.36%-92.1pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,332 | $4,353-69.4% | $3,469-61.6% | $4,663-71.4% |
| Participant deferral / active EE | $2,292 | $6,172-62.9% | $4,994-54.1% | $6,691-65.7% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |