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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 | $10,248 | $106,923-90.4% | $84,023-87.8% | $152,909-93.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 29.08% | 105.02%-75.9pp | 71.32%-42.2pp | 345.46%-316.4pp |
| Employer contribution / active EE | $2,193 | $2,735-19.8% | $1,984+10.5% | $4,764-54.0% |
| Participant deferral / active EE | $3,385 | $4,013-15.6% | $3,239+4.5% | $5,851-42.2% |
| Admin fee / account holder | $65 | $8,289-99.2% | $6,102-98.9% | $11,601-99.4% |