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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 | $10,832 | $102,382-89.4% | $147,005-92.6% | $80,874-86.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.15% | 134.89%-117.7pp | 418.76%-401.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $2,418 | $3,715-34.9% | $4,934-51.0% | $2,756-12.2% |
| Participant deferral / active EE | $4,010 | $6,646-39.7% | $8,070-50.3% | $4,297-6.7% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |