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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 | $10,425 | $124,175-91.6% | $108,405-90.4% | $167,553-93.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.48% | 1380.13%-1355.6pp | 905.55%-881.1pp | 478.89%-454.4pp |
| Employer contribution / active EE | $1,809 | $4,188-56.8% | $3,559-49.2% | $4,840-62.6% |
| Participant deferral / active EE | $3,512 | $6,908-49.2% | $6,563-46.5% | $6,343-44.6% |
| Admin fee / account holder | $107 | $9,457-98.9% | $7,297-98.5% | $12,316-99.1% |