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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 | $8,282 | $154,193-94.6% | $130,045-93.6% | $139,466-94.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 32.51%-17.8pp | -137.30%+152.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,191 | $5,292-77.5% | $4,321-72.4% | $4,754-74.9% |
| Participant deferral / active EE | $2,522 | $6,709-62.4% | $5,820-56.7% | $6,712-62.4% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |