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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 | $8,089 | $109,872-92.6% | $98,483-91.8% | $167,536-95.2% |
| Participation rate | 87.0% | 75.8%+11.1pp | 73.3%+13.6pp | 82.1%+4.8pp |
| Annual return | 16.96% | 1959.31%-1942.4pp | 1494.38%-1477.4pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,519 | $3,225-52.9% | $2,961-48.7% | $4,839-68.6% |
| Participant deferral / active EE | $1,743 | $4,673-62.7% | $4,276-59.2% | $6,342-72.5% |
| Admin fee / account holder | $56 | $6,757-99.2% | $5,953-99.1% | $12,315-99.5% |