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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 | $14,357 | $85,766-83.3% | $136,298-89.5% | $70,126-79.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.10% | 31.46%-6.4pp | 5156.27%-5131.2pp | 73.15%-48.0pp |
| Employer contribution / active EE | $1,215 | $2,966-59.0% | $4,696-74.1% | $2,343-48.1% |
| Participant deferral / active EE | $2,289 | $5,051-54.7% | $6,247-63.4% | $3,332-31.3% |
| Admin fee / account holder | $200 | $5,421-96.3% | $9,244-97.8% | $4,645-95.7% |