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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 | $8,860 | $108,685-91.8% | $74,719-88.1% | $152,885-94.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 6.74% | 114.09%-107.3pp | 753.05%-746.3pp | 345.39%-338.6pp |
| Employer contribution / active EE | $3,138 | $1,504+108.6% | $1,084+189.4% | $4,763-34.1% |
| Participant deferral / active EE | $1,131 | $2,712-58.3% | $1,963-42.4% | $5,851-80.7% |
| Admin fee / account holder | $72 | $4,905-98.5% | $3,334-97.9% | $11,598-99.4% |