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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 | $9,000 | $111,830-92.0% | $93,696-90.4% | $145,884-93.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.66% | 204.08%-193.4pp | 133.74%-123.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,050 | $3,093-66.1% | $2,422-56.7% | $4,662-77.5% |
| Participant deferral / active EE | $1,720 | $4,920-65.0% | $4,417-61.1% | $6,690-74.3% |
| Admin fee / account holder | $70 | $10,249-99.3% | $8,287-99.2% | $13,392-99.5% |