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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 | $7,906 | $99,011-92.0% | $86,582-90.9% | $147,586-94.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.42% | 1312.75%-1300.3pp | 965.08%-952.7pp | 578.59%-566.2pp |
| Employer contribution / active EE | $903 | $3,132-71.2% | $2,839-68.2% | $4,876-81.5% |
| Participant deferral / active EE | $1,592 | $3,972-59.9% | $3,609-55.9% | $5,439-70.7% |
| Admin fee / account holder | $22 | $5,709-99.6% | $4,904-99.6% | $10,886-99.8% |