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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 | $7,767 | $85,171-90.9% | $172,753-95.5% | $72,976-89.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 44.37% | 27.32%+17.0pp | 803.00%-758.6pp | 81.02%-36.6pp |
| Employer contribution / active EE | $1,057 | $3,324-68.2% | $5,144-79.4% | $2,440-56.7% |
| Participant deferral / active EE | $2,101 | $3,260-35.6% | $5,198-59.6% | $3,608-41.8% |
| Admin fee / account holder | $48 | $5,880-99.2% | $13,956-99.7% | $5,124-99.1% |