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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 | $10,077 | $105,864-90.5% | $90,162-88.8% | $147,585-93.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 25.04% | 37.63%-12.6pp | 34.88%-9.8pp | 578.57%-553.5pp |
| Employer contribution / active EE | $2,292 | $4,126-44.5% | $3,318-30.9% | $4,876-53.0% |
| Participant deferral / active EE | $3,507 | $5,733-38.8% | $5,287-33.7% | $5,439-35.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |