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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 | $16,497 | $95,975-82.8% | $74,552-77.9% | $135,382-87.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 8.18% | 56.96%-48.8pp | 32.53%-24.4pp | 519.77%-511.6pp |
| Employer contribution / active EE | $1,182 | $2,716-56.5% | $1,961-39.7% | $4,779-75.3% |
| Participant deferral / active EE | $1,288 | $3,844-66.5% | $3,108-58.5% | $5,609-77.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |