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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 | $8,287 | $100,911-91.8% | $90,440-90.8% | $158,966-94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.05% | 1726.62%-1703.6pp | 1294.38%-1271.3pp | 302.95%-279.9pp |
| Employer contribution / active EE | $1,446 | $3,690-60.8% | $3,263-55.7% | $4,762-69.6% |
| Participant deferral / active EE | $2,845 | $4,348-34.6% | $3,964-28.2% | $5,983-52.4% |
| Admin fee / account holder | $93 | $6,507-98.6% | $5,615-98.3% | $11,250-99.2% |