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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 | $7,012 | $85,171-91.8% | $172,752-95.9% | $72,975-90.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.36% | 27.32%-4.0pp | 802.97%-779.6pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,660 | $3,324-50.1% | $5,144-67.7% | $2,440-32.0% |
| Participant deferral / active EE | $2,423 | $3,260-25.7% | $5,198-53.4% | $3,608-32.8% |
| Admin fee / account holder | $278 | $5,880-95.3% | $13,955-98.0% | $5,124-94.6% |