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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 | $10,903 | $125,190-91.3% | $105,624-89.7% | $145,897-92.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.12% | 225.22%-210.1pp | 116.20%-101.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,971 | $3,720-47.0% | $3,168-37.8% | $4,663-57.7% |
| Participant deferral / active EE | $3,290 | $5,716-42.4% | $5,013-34.4% | $6,689-50.8% |
| Admin fee / account holder | $46 | $17,138-99.7% | $10,961-99.6% | $13,390-99.7% |