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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 | $8,608 | $111,830-92.3% | $93,696-90.8% | $145,884-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.65% | 204.08%-195.4pp | 133.74%-125.1pp | 551.85%-543.2pp |
| Employer contribution / active EE | $621 | $3,093-79.9% | $2,422-74.4% | $4,662-86.7% |
| Participant deferral / active EE | $2,907 | $4,920-40.9% | $4,417-34.2% | $6,690-56.5% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |