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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 | $10,142 | $125,184-91.9% | $105,607-90.4% | $145,884-93.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.55% | 225.00%-212.4pp | 116.11%-103.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $945 | $3,720-74.6% | $3,167-70.2% | $4,662-79.7% |
| Participant deferral / active EE | $3,026 | $5,714-47.0% | $5,011-39.6% | $6,690-54.8% |
| Admin fee / account holder | $20 | $17,133-99.9% | $10,958-99.8% | $13,392-99.9% |