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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 | $10,352 | $111,878-90.7% | $93,727-89.0% | $145,897-92.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.13% | 204.28%-192.1pp | 133.83%-121.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $642 | $3,092-79.2% | $2,421-73.5% | $4,663-86.2% |
| Participant deferral / active EE | $3,679 | $4,920-25.2% | $4,417-16.7% | $6,689-45.0% |
| Admin fee / account holder | $81 | $10,256-99.2% | $8,292-99.0% | $13,390-99.4% |