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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 | $16,085 | $99,652-83.9% | $78,778-79.6% | $147,586-89.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.34% | 47.28%-37.9pp | 35.62%-26.3pp | 578.59%-569.3pp |
| Employer contribution / active EE | $400 | $2,796-85.7% | $1,986-79.9% | $4,876-91.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $144 | $7,155-98.0% | $5,134-97.2% | $10,886-98.7% |