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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 | $11,084 | $99,079-88.8% | $78,002-85.8% | $273,972-96.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.19% | 217.93%-209.7pp | 425.99%-417.8pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,130 | $3,308-65.8% | $2,470-54.2% | $4,869-76.8% |
| Participant deferral / active EE | $2,031 | $4,306-52.8% | $3,497-41.9% | $5,287-61.6% |
| Admin fee / account holder | $1 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |