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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 | $10,205 | $108,897-90.6% | $100,378-89.8% | $145,877-93.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.09% | 58.17%-39.1pp | 49.41%-30.3pp | 551.28%-532.2pp |
| Employer contribution / active EE | $1,678 | $4,420-62.0% | $3,942-57.4% | $4,663-64.0% |
| Participant deferral / active EE | $9,650 | $8,455+14.1% | $8,087+19.3% | $6,691+44.2% |
| Admin fee / account holder | $261 | $9,690-97.3% | $7,899-96.7% | $13,402-98.1% |