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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 | $9,419 | $118,869-92.1% | $96,575-90.2% | $167,518-94.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.55% | 50.49%-29.9pp | 37.79%-17.2pp | 478.71%-458.2pp |
| Employer contribution / active EE | $1,062 | $3,120-66.0% | $2,357-54.9% | $4,838-78.1% |
| Participant deferral / active EE | $2,003 | $4,616-56.6% | $3,849-48.0% | $6,342-68.4% |
| Admin fee / account holder | $45 | $8,067-99.4% | $6,182-99.3% | $12,312-99.6% |