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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 | $7,551 | $94,529-92.0% | $140,019-94.6% | $64,181-88.2% |
| Participation rate | 97.8% | 84.1%+13.7pp | 87.5%+10.3pp | 69.6%+28.3pp |
| Annual return | 26.68% | 7.77%+18.9pp | 651.15%-624.5pp | 7.63%+19.0pp |
| Employer contribution / active EE | $2,474 | $3,812-35.1% | $5,605-55.9% | $2,381+3.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $83 | $6,741-98.8% | $10,705-99.2% | $4,887-98.3% |