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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 | $108,701-91.8% | $74,723-88.1% | $152,909-94.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 6.74% | 114.12%-107.4pp | 753.18%-746.4pp | 345.46%-338.7pp |
| Employer contribution / active EE | $3,138 | $1,504+108.6% | $1,084+189.4% | $4,764-34.1% |
| Participant deferral / active EE | $1,131 | $2,709-58.2% | $1,962-42.3% | $5,851-80.7% |
| Admin fee / account holder | $72 | $4,906-98.5% | $3,335-97.9% | $11,601-99.4% |