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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 | $11,656 | $177,353-93.4% | $158,226-92.6% | $198,609-94.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 20.89% | 599.50%-578.6pp | 501.41%-480.5pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,224 | $3,239-62.2% | $2,986-59.0% | $5,055-75.8% |
| Participant deferral / active EE | $1,836 | $4,615-60.2% | $4,317-57.5% | $6,977-73.7% |
| Admin fee / account holder | $10 | $10,960-99.9% | $10,217-99.9% | $19,030-99.9% |