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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 | $6,214 | $109,863-94.3% | $98,477-93.7% | $167,518-96.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 27.76% | 1958.09%-1930.3pp | 1493.59%-1465.8pp | 478.71%-451.0pp |
| Employer contribution / active EE | $1,329 | $3,225-58.8% | $2,961-55.1% | $4,838-72.5% |
| Participant deferral / active EE | $2,546 | $4,673-45.5% | $4,276-40.5% | $6,342-59.8% |
| Admin fee / account holder | $33 | $6,755-99.5% | $5,951-99.4% | $12,312-99.7% |