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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 | $9,461 | $114,093-91.7% | $96,171-90.2% | $167,536-94.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.00% | 190.00%-180.0pp | 192.04%-182.0pp | 478.82%-468.8pp |
| Employer contribution / active EE | $5,598 | $3,429+63.2% | $2,799+100.0% | $4,839+15.7% |
| Participant deferral / active EE | $2,436 | $5,197-53.1% | $4,350-44.0% | $6,342-61.6% |
| Admin fee / account holder | $281 | $6,899-95.9% | $5,538-94.9% | $12,315-97.7% |