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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 | $17,932 | $155,840-88.5% | $124,694-85.6% | $167,553-89.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.33% | 17.98%-4.6pp | 5144.82%-5131.5pp | 478.89%-465.6pp |
| Employer contribution / active EE | $1,375 | $4,165-67.0% | $3,325-58.7% | $4,840-71.6% |
| Participant deferral / active EE | $1,649 | $5,675-70.9% | $4,615-64.3% | $6,343-74.0% |
| Admin fee / account holder | $135 | $9,536-98.6% | $7,495-98.2% | $12,316-98.9% |