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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 | $7,589 | $111,830-93.2% | $93,696-91.9% | $145,884-94.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.97% | 204.08%-180.1pp | 133.74%-109.8pp | 551.85%-527.9pp |
| Employer contribution / active EE | $1,308 | $3,093-57.7% | $2,422-46.0% | $4,662-72.0% |
| Participant deferral / active EE | $2,826 | $4,920-42.6% | $4,417-36.0% | $6,690-57.8% |
| Admin fee / account holder | $8 | $10,249-99.9% | $8,287-99.9% | $13,392-99.9% |