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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 | $12,483 | $106,918-88.3% | $84,021-85.1% | $152,897-91.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.26% | 105.01%-85.8pp | 71.32%-52.1pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,423 | $2,735-48.0% | $1,984-28.3% | $4,764-70.1% |
| Participant deferral / active EE | $6,590 | $4,012+64.2% | $3,239+103.4% | $5,851+12.6% |
| Admin fee / account holder | $8 | $8,288-99.9% | $6,102-99.9% | $11,599-99.9% |