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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 | $7,766 | $109,905-92.9% | $98,506-92.1% | $167,553-95.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.57% | 1960.20%-1948.6pp | 1494.92%-1483.3pp | 478.89%-467.3pp |
| Employer contribution / active EE | $1,480 | $3,226-54.1% | $2,961-50.0% | $4,840-69.4% |
| Participant deferral / active EE | $2,278 | $4,674-51.3% | $4,277-46.7% | $6,343-64.1% |
| Admin fee / account holder | $54 | $6,760-99.2% | $5,955-99.1% | $12,316-99.6% |