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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 | $8,594 | $111,785-92.3% | $93,669-90.8% | $145,877-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.89% | 203.79%-187.9pp | 133.59%-117.7pp | 551.28%-535.4pp |
| Employer contribution / active EE | $733 | $3,096-76.3% | $2,424-69.8% | $4,663-84.3% |
| Participant deferral / active EE | $2,109 | $4,919-57.1% | $4,416-52.2% | $6,691-68.5% |
| Admin fee / account holder | $102 | $10,256-99.0% | $8,291-98.8% | $13,402-99.2% |