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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 | $11,639 | $112,933-89.7% | $90,970-87.2% | $158,982-92.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.36% | 215.82%-201.5pp | 134.60%-120.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,367 | $2,893-52.8% | $2,122-35.6% | $4,763-71.3% |
| Participant deferral / active EE | $1,933 | $4,128-53.2% | $3,373-42.7% | $5,983-67.7% |
| Admin fee / account holder | $101 | $8,047-98.7% | $5,961-98.3% | $11,252-99.1% |