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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 | $10,140 | $129,737-92.2% | $119,126-91.5% | $154,746-93.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.17% | 379.08%-357.9pp | 282.11%-260.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,263 | $4,375-71.1% | $4,034-68.7% | $4,379-71.2% |
| Participant deferral / active EE | $3,195 | $5,842-45.3% | $5,318-39.9% | $6,730-52.5% |
| Admin fee / account holder | $30 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |