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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 | $7,817 | $100,938-92.3% | $90,461-91.4% | $158,982-95.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.81% | 1727.20%-1697.4pp | 1294.76%-1265.0pp | 302.99%-273.2pp |
| Employer contribution / active EE | $1,172 | $3,691-68.3% | $3,264-64.1% | $4,763-75.4% |
| Participant deferral / active EE | $2,821 | $4,350-35.1% | $3,964-28.8% | $5,983-52.9% |
| Admin fee / account holder | $183 | $6,510-97.2% | $5,617-96.7% | $11,252-98.4% |