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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 | $7,476 | $112,935-93.4% | $90,970-91.8% | $158,966-95.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 30.29% | 215.79%-185.5pp | 134.58%-104.3pp | 302.95%-272.7pp |
| Employer contribution / active EE | $2,663 | $2,895-8.0% | $2,122+25.5% | $4,762-44.1% |
| Participant deferral / active EE | $3,260 | $4,129-21.1% | $3,373-3.4% | $5,983-45.5% |
| Admin fee / account holder | $287 | $8,045-96.4% | $5,960-95.2% | $11,250-97.4% |