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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 | $7,028 | $118,708-94.1% | $98,920-92.9% | $158,982-95.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 88.49% | 372.49%-284.0pp | 196.47%-108.0pp | 302.99%-214.5pp |
| Employer contribution / active EE | $1,902 | $3,334-43.0% | $2,689-29.3% | $4,763-60.1% |
| Participant deferral / active EE | $3,486 | $5,089-31.5% | $4,245-17.9% | $5,983-41.7% |
| Admin fee / account holder | $166 | $10,134-98.4% | $6,643-97.5% | $11,252-98.5% |