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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 | $9,573 | $99,079-90.3% | $78,002-87.7% | $273,972-96.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 11.20% | 217.93%-206.7pp | 425.99%-414.8pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,602 | $3,308-51.6% | $2,470-35.1% | $4,869-67.1% |
| Participant deferral / active EE | $1,357 | $4,306-68.5% | $3,497-61.2% | $5,287-74.3% |
| Admin fee / account holder | $171 | $8,954-98.1% | $5,481-96.9% | $10,133-98.3% |