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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 | $8,490 | $81,664-89.6% | $70,476-88.0% | $158,966-94.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 36.07% | 208.59%-172.5pp | 109.12%-73.0pp | 302.95%-266.9pp |
| Employer contribution / active EE | $756 | $3,219-76.5% | $2,738-72.4% | $4,762-84.1% |
| Participant deferral / active EE | $2,942 | $4,556-35.4% | $3,710-20.7% | $5,983-50.8% |
| Admin fee / account holder | $14 | $6,197-99.8% | $3,847-99.6% | $11,250-99.9% |