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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 | $9,145 | $105,145-91.3% | $94,664-90.3% | $139,466-93.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 27.37% | 38.09%-10.7pp | 156.84%-129.5pp | 373.66%-346.3pp |
| Employer contribution / active EE | $1,699 | $4,107-58.6% | $3,673-53.7% | $4,754-64.3% |
| Participant deferral / active EE | $3,133 | $7,599-58.8% | $7,417-57.8% | $6,712-53.3% |
| Admin fee / account holder | $15 | $8,972-99.8% | $7,222-99.8% | $11,409-99.9% |