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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 | $10,873 | $111,785-90.3% | $93,669-88.4% | $145,877-92.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.13% | 203.79%-190.7pp | 133.59%-120.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $817 | $3,096-73.6% | $2,424-66.3% | $4,663-82.5% |
| Participant deferral / active EE | $1,308 | $4,919-73.4% | $4,416-70.4% | $6,691-80.5% |
| Admin fee / account holder | $55 | $10,256-99.5% | $8,291-99.3% | $13,402-99.6% |