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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 | $7,376 | $73,546-90.0% | $63,018-88.3% | $147,586-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.69% | 175.56%-159.9pp | 87.62%-71.9pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,250 | $3,324-62.4% | $2,761-54.7% | $4,876-74.4% |
| Participant deferral / active EE | $1,181 | $4,185-71.8% | $3,330-64.5% | $5,439-78.3% |
| Admin fee / account holder | $300 | $5,956-95.0% | $3,601-91.7% | $10,886-97.2% |