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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 | $10,040 | $108,911-90.8% | $100,392-90.0% | $145,884-93.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.49% | 58.23%-40.7pp | 49.45%-32.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $3,724 | $4,420-15.7% | $3,941-5.5% | $4,662-20.1% |
| Participant deferral / active EE | $4,746 | $8,459-43.9% | $8,090-41.3% | $6,690-29.1% |
| Admin fee / account holder | $49 | $9,698-99.5% | $7,904-99.4% | $13,392-99.6% |