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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 | $10,466 | $111,787-90.6% | $93,681-88.8% | $145,978-92.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.33% | 203.52%-187.2pp | 133.47%-117.1pp | 550.52%-534.2pp |
| Employer contribution / active EE | $1,068 | $3,093-65.5% | $2,422-55.9% | $4,662-77.1% |
| Participant deferral / active EE | $1,699 | $4,918-65.5% | $4,415-61.5% | $6,690-74.6% |
| Admin fee / account holder | $55 | $10,256-99.5% | $8,290-99.3% | $13,400-99.6% |