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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 | $10,775 | $112,933-90.5% | $90,970-88.2% | $158,982-93.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.31% | 215.82%-196.5pp | 134.60%-115.3pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,491 | $2,893-48.5% | $2,122-29.7% | $4,763-68.7% |
| Participant deferral / active EE | $1,805 | $4,128-56.3% | $3,373-46.5% | $5,983-69.8% |
| Admin fee / account holder | $39 | $8,047-99.5% | $5,961-99.3% | $11,252-99.7% |