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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 | $9,060 | $111,785-91.9% | $93,669-90.3% | $145,877-93.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.19% | 203.79%-192.6pp | 133.59%-122.4pp | 551.28%-540.1pp |
| Employer contribution / active EE | $865 | $3,096-72.0% | $2,424-64.3% | $4,663-81.4% |
| Participant deferral / active EE | $1,435 | $4,919-70.8% | $4,416-67.5% | $6,691-78.6% |
| Admin fee / account holder | $176 | $10,256-98.3% | $8,291-97.9% | $13,402-98.7% |