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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 | $8,078 | $106,918-92.4% | $84,021-90.4% | $152,897-94.7% |
| Participation rate | 85.0% | 75.2%+9.8pp | 69.0%+16.0pp | 82.5%+2.5pp |
| Annual return | 10.03% | 105.01%-95.0pp | 71.32%-61.3pp | 345.43%-335.4pp |
| Employer contribution / active EE | $1,250 | $2,735-54.3% | $1,984-37.0% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $68 | $8,288-99.2% | $6,102-98.9% | $11,599-99.4% |