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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 | $7,434 | $111,830-93.4% | $93,696-92.1% | $145,884-94.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.59% | 204.08%-184.5pp | 133.74%-114.2pp | 551.85%-532.3pp |
| Employer contribution / active EE | $736 | $3,093-76.2% | $2,422-69.6% | $4,662-84.2% |
| Participant deferral / active EE | $5,283 | $4,920+7.4% | $4,417+19.6% | $6,690-21.0% |
| Admin fee / account holder | $21 | $10,249-99.8% | $8,287-99.7% | $13,392-99.8% |