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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 | $10,511 | $105,160-90.0% | $94,679-88.9% | $139,456-92.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 27.87% | 38.04%-10.2pp | 156.75%-128.9pp | 373.45%-345.6pp |
| Employer contribution / active EE | $759 | $4,107-81.5% | $3,673-79.3% | $4,753-84.0% |
| Participant deferral / active EE | $4,086 | $7,599-46.2% | $7,417-44.9% | $6,711-39.1% |
| Admin fee / account holder | $212 | $8,988-97.6% | $7,233-97.1% | $11,407-98.1% |