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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 | $7,292 | $106,923-93.2% | $84,023-91.3% | $152,909-95.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.09% | 105.02%-88.9pp | 71.32%-55.2pp | 345.46%-329.4pp |
| Employer contribution / active EE | $1,487 | $2,735-45.6% | $1,984-25.0% | $4,764-68.8% |
| Participant deferral / active EE | $2,261 | $4,013-43.7% | $3,239-30.2% | $5,851-61.4% |
| Admin fee / account holder | $68 | $8,289-99.2% | $6,102-98.9% | $11,601-99.4% |