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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 | $7,255 | $118,869-93.9% | $96,575-92.5% | $167,518-95.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 29.71% | 50.49%-20.8pp | 37.79%-8.1pp | 478.71%-449.0pp |
| Employer contribution / active EE | $1,592 | $3,120-49.0% | $2,357-32.5% | $4,838-67.1% |
| Participant deferral / active EE | $3,318 | $4,616-28.1% | $3,849-13.8% | $6,342-47.7% |
| Admin fee / account holder | $82 | $8,067-99.0% | $6,182-98.7% | $12,312-99.3% |