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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 | $19,131 | $155,833-87.7% | $124,693-84.7% | $167,536-88.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.26% | 17.98%-5.7pp | 5144.19%-5131.9pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,315 | $4,164-44.4% | $3,324-30.4% | $4,839-52.2% |
| Participant deferral / active EE | $6,022 | $5,675+6.1% | $4,615+30.5% | $6,342-5.0% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |