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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 | $5,587 | $90,606-93.8% | $79,466-93.0% | $135,379-95.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.62% | 977.69%-971.1pp | 718.28%-711.7pp | 519.79%-513.2pp |
| Employer contribution / active EE | $422 | $3,068-86.2% | $2,800-84.9% | $4,779-91.2% |
| Participant deferral / active EE | $1,172 | $4,050-71.1% | $3,704-68.3% | $5,609-79.1% |
| Admin fee / account holder | $148 | $5,895-97.5% | $5,104-97.1% | $10,828-98.6% |