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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 | $6,453 | $152,612-95.8% | $125,192-94.8% | $152,897-95.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 40.93% | 54.85%-13.9pp | 43.79%-2.9pp | 345.43%-304.5pp |
| Employer contribution / active EE | $1,454 | $4,947-70.6% | $3,866-62.4% | $4,764-69.5% |
| Participant deferral / active EE | $2,804 | $5,868-52.2% | $4,937-43.2% | $5,851-52.1% |
| Admin fee / account holder | $77 | $13,437-99.4% | $9,704-99.2% | $11,599-99.3% |