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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 | $102,422-91.2% | $147,117-93.9% | $80,959-88.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.94% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,360 | $3,717-63.4% | $4,932-72.4% | $2,757-50.7% |
| Participant deferral / active EE | $5,274 | $6,652-20.7% | $8,065-34.6% | $4,300+22.6% |
| Admin fee / account holder | $146 | $7,953-98.2% | $12,993-98.9% | $6,925-97.9% |