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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 | $111,785-90.7% | $93,669-88.9% | $145,877-92.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.13% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.1pp |
| Employer contribution / active EE | $642 | $3,096-79.2% | $2,424-73.5% | $4,663-86.2% |
| Participant deferral / active EE | $3,679 | $4,919-25.2% | $4,416-16.7% | $6,691-45.0% |
| Admin fee / account holder | $81 | $10,256-99.2% | $8,291-99.0% | $13,402-99.4% |