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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 | $7,951 | $103,038-92.3% | $90,324-91.2% | $152,909-94.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 32.76% | 95.25%-62.5pp | 78.15%-45.4pp | 345.46%-312.7pp |
| Employer contribution / active EE | $1,201 | $3,141-61.8% | $2,856-57.9% | $4,764-74.8% |
| Participant deferral / active EE | $3,431 | $4,282-19.9% | $3,885-11.7% | $5,851-41.4% |
| Admin fee / account holder | $14 | $6,177-99.8% | $5,356-99.7% | $11,601-99.9% |