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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 | $9,065 | $102,663-91.2% | $86,216-89.5% | $139,466-93.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.66% | 1924.52%-1907.9pp | 1169.42%-1152.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $764 | $3,035-74.8% | $2,382-67.9% | $4,754-83.9% |
| Participant deferral / active EE | $1,849 | $4,677-60.5% | $3,986-53.6% | $6,712-72.5% |
| Admin fee / account holder | $44 | $8,663-99.5% | $6,853-99.4% | $11,409-99.6% |