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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 | $7,067 | $152,592-95.4% | $125,180-94.4% | $152,885-95.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 35.43% | 54.84%-19.4pp | 43.79%-8.4pp | 345.39%-310.0pp |
| Employer contribution / active EE | $1,410 | $4,947-71.5% | $3,866-63.5% | $4,763-70.4% |
| Participant deferral / active EE | $2,071 | $5,868-64.7% | $4,937-58.1% | $5,851-64.6% |
| Admin fee / account holder | $27 | $13,435-99.8% | $9,703-99.7% | $11,598-99.8% |