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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 | $8,002 | $100,911-92.1% | $90,440-91.2% | $158,966-95.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.96% | 1726.62%-1707.7pp | 1294.38%-1275.4pp | 302.95%-284.0pp |
| Employer contribution / active EE | $1,330 | $3,690-64.0% | $3,263-59.2% | $4,762-72.1% |
| Participant deferral / active EE | $2,377 | $4,348-45.3% | $3,964-40.0% | $5,983-60.3% |
| Admin fee / account holder | $59 | $6,507-99.1% | $5,615-99.0% | $11,250-99.5% |