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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 | $10,776 | $99,031-89.1% | $86,597-87.6% | $147,585-92.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.12% | 1312.56%-1303.4pp | 964.96%-955.8pp | 578.57%-569.5pp |
| Employer contribution / active EE | $1,449 | $3,132-53.7% | $2,840-49.0% | $4,876-70.3% |
| Participant deferral / active EE | $1,619 | $3,972-59.2% | $3,609-55.1% | $5,439-70.2% |
| Admin fee / account holder | $17 | $5,711-99.7% | $4,906-99.7% | $10,885-99.8% |