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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 | $9,379 | $105,160-91.1% | $94,679-90.1% | $139,456-93.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.43% | 38.04%-16.6pp | 156.75%-135.3pp | 373.45%-352.0pp |
| Employer contribution / active EE | $1,162 | $4,107-71.7% | $3,673-68.4% | $4,753-75.5% |
| Participant deferral / active EE | $4,088 | $7,599-46.2% | $7,417-44.9% | $6,711-39.1% |
| Admin fee / account holder | $43 | $8,988-99.5% | $7,233-99.4% | $11,407-99.6% |