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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 | $7,184 | $109,411-93.4% | $89,435-92.0% | $158,982-95.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 32.88% | 345.68%-312.8pp | 245.55%-212.7pp | 302.99%-270.1pp |
| Employer contribution / active EE | $1,354 | $3,173-57.3% | $2,587-47.7% | $4,763-71.6% |
| Participant deferral / active EE | $2,018 | $4,600-56.1% | $3,890-48.1% | $5,983-66.3% |
| Admin fee / account holder | $48 | $6,159-99.2% | $4,884-99.0% | $11,252-99.6% |