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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 | $10,170 | $115,810-91.2% | $101,271-90.0% | $158,966-93.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.19% | 56.15%-40.0pp | 46.48%-30.3pp | 302.95%-286.8pp |
| Employer contribution / active EE | $1,189 | $4,175-71.5% | $3,660-67.5% | $4,762-75.0% |
| Participant deferral / active EE | $2,761 | $4,958-44.3% | $4,371-36.8% | $5,983-53.9% |
| Admin fee / account holder | $20 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |