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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 | $8,983 | $103,038-91.3% | $90,324-90.1% | $152,909-94.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.47% | 95.25%-68.8pp | 78.15%-51.7pp | 345.46%-319.0pp |
| Employer contribution / active EE | $490 | $3,141-84.4% | $2,856-82.8% | $4,764-89.7% |
| Participant deferral / active EE | $1,838 | $4,282-57.1% | $3,885-52.7% | $5,851-68.6% |
| Admin fee / account holder | $35 | $6,177-99.4% | $5,356-99.4% | $11,601-99.7% |