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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 | $6,764 | $100,911-93.3% | $90,440-92.5% | $158,966-95.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 25.52% | 1726.62%-1701.1pp | 1294.38%-1268.9pp | 302.95%-277.4pp |
| Employer contribution / active EE | $1,218 | $3,690-67.0% | $3,263-62.7% | $4,762-74.4% |
| Participant deferral / active EE | $2,977 | $4,348-31.5% | $3,964-24.9% | $5,983-50.2% |
| Admin fee / account holder | $40 | $6,507-99.4% | $5,615-99.3% | $11,250-99.6% |