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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 | $9,938 | $118,708-91.6% | $98,920-90.0% | $158,982-93.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.00% | 372.49%-349.5pp | 196.47%-173.5pp | 302.99%-280.0pp |
| Employer contribution / active EE | $1,458 | $3,334-56.3% | $2,689-45.8% | $4,763-69.4% |
| Participant deferral / active EE | $1,894 | $5,089-62.8% | $4,245-55.4% | $5,983-68.4% |
| Admin fee / account holder | $9 | $10,134-99.9% | $6,643-99.9% | $11,252-99.9% |