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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 | $8,984 | $102,382-91.2% | $147,005-93.9% | $80,874-88.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.94% | 134.89%-120.0pp | 418.76%-403.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,360 | $3,715-63.4% | $4,934-72.4% | $2,756-50.7% |
| Participant deferral / active EE | $5,274 | $6,646-20.6% | $8,070-34.6% | $4,297+22.7% |
| Admin fee / account holder | $146 | $7,942-98.2% | $13,006-98.9% | $6,935-97.9% |