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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 | $7,359 | $90,486-91.9% | $78,676-90.6% | $273,972-97.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.74% | 75.62%-66.9pp | 62.19%-53.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,955 | $3,175-6.9% | $2,850+3.7% | $4,869-39.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $82 | $5,263-98.4% | $4,510-98.2% | $10,133-99.2% |