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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 | $9,221 | $99,652-90.7% | $78,778-88.3% | $147,586-93.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 23.74% | 47.28%-23.5pp | 35.62%-11.9pp | 578.59%-554.9pp |
| Employer contribution / active EE | $1,800 | $2,796-35.6% | $1,986-9.3% | $4,876-63.1% |
| Participant deferral / active EE | $2,496 | $3,664-31.9% | $2,958-15.6% | $5,439-54.1% |
| Admin fee / account holder | $80 | $7,155-98.9% | $5,134-98.4% | $10,886-99.3% |