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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 | $10,304 | $108,912-90.5% | $100,383-89.7% | $145,959-92.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.42% | 57.96%-31.5pp | 49.26%-22.8pp | 561.95%-535.5pp |
| Employer contribution / active EE | $822 | $4,423-81.4% | $3,944-79.2% | $4,661-82.4% |
| Participant deferral / active EE | $2,486 | $8,451-70.6% | $8,086-69.3% | $6,689-62.8% |
| Admin fee / account holder | $36 | $9,690-99.6% | $7,900-99.5% | $13,398-99.7% |