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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 | $6,068 | $100,938-94.0% | $90,461-93.3% | $158,982-96.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.98% | 1727.20%-1719.2pp | 1294.76%-1286.8pp | 302.99%-295.0pp |
| Employer contribution / active EE | $3,238 | $3,691-12.3% | $3,264-0.8% | $4,763-32.0% |
| Participant deferral / active EE | $2,889 | $4,350-33.6% | $3,964-27.1% | $5,983-51.7% |
| Admin fee / account holder | $68 | $6,510-99.0% | $5,617-98.8% | $11,252-99.4% |