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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 | $7,131 | $48,364-85.3% | $71,796-90.1% | $62,881-88.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 3500.16% | 13.16%+3487.0pp | 78.04%+3422.1pp | 20.14%+3480.0pp |
| Employer contribution / active EE | $1,226 | $1,042+17.7% | $1,924-36.3% | $2,281-46.3% |
| Participant deferral / active EE | $2,837 | $2,091+35.7% | $2,794+1.5% | $3,203-11.4% |
| Admin fee / account holder | $151 | $3,771-96.0% | $4,815-96.9% | $4,296-96.5% |