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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 | $8,720 | $125,237-93.0% | $105,608-91.7% | $145,877-94.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.01% | 225.76%-206.8pp | 116.50%-97.5pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,877 | $3,720-49.6% | $3,167-40.7% | $4,663-59.8% |
| Participant deferral / active EE | $3,527 | $5,711-38.2% | $5,010-29.6% | $6,691-47.3% |
| Admin fee / account holder | $66 | $17,287-99.6% | $11,028-99.4% | $13,402-99.5% |