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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 | $9,020 | $100,911-91.1% | $90,440-90.0% | $158,966-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.57% | 1726.62%-1713.1pp | 1294.38%-1280.8pp | 302.95%-289.4pp |
| Employer contribution / active EE | $966 | $3,690-73.8% | $3,263-70.4% | $4,762-79.7% |
| Participant deferral / active EE | $1,756 | $4,348-59.6% | $3,964-55.7% | $5,983-70.6% |
| Admin fee / account holder | $68 | $6,507-99.0% | $5,615-98.8% | $11,250-99.4% |