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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 | $14,206 | $154,159-90.8% | $130,026-89.1% | $139,456-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 31.72% | 32.50%-0.8pp | -137.26%+169.0pp | 373.45%-341.7pp |
| Employer contribution / active EE | $3,600 | $5,292-32.0% | $4,321-16.7% | $4,753-24.3% |
| Participant deferral / active EE | $3,600 | $6,710-46.3% | $5,821-38.1% | $6,711-46.4% |
| Admin fee / account holder | $45 | $14,001-99.7% | $10,608-99.6% | $11,407-99.6% |