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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 | $10,627 | $96,524-89.0% | $75,900-86.0% | $152,909-93.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,400 | $3,311-57.7% | $2,501-44.0% | $4,764-70.6% |
| Participant deferral / active EE | $2,371 | $4,554-47.9% | $3,604-34.2% | $5,851-59.5% |
| Admin fee / account holder | $80 | $8,082-99.0% | $5,421-98.5% | $11,601-99.3% |