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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 | $9,014 | $100,938-91.1% | $90,461-90.0% | $158,982-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.17% | 1727.20%-1721.0pp | 1294.76%-1288.6pp | 302.99%-296.8pp |
| Employer contribution / active EE | $1,822 | $3,691-50.6% | $3,264-44.2% | $4,763-61.7% |
| Participant deferral / active EE | $2,583 | $4,350-40.6% | $3,964-34.8% | $5,983-56.8% |
| Admin fee / account holder | $260 | $6,510-96.0% | $5,617-95.4% | $11,252-97.7% |