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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 | $10,696 | $85,766-87.5% | $136,297-92.2% | $70,124-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.46% | 31.45%-15.0pp | 5156.19%-5139.7pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,239 | $2,966-24.5% | $4,696-52.3% | $2,342-4.4% |
| Participant deferral / active EE | $2,765 | $5,051-45.3% | $6,247-55.7% | $3,332-17.0% |
| Admin fee / account holder | $75 | $5,420-98.6% | $9,244-99.2% | $4,645-98.4% |