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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 | $7,856 | $103,008-92.4% | $90,304-91.3% | $152,897-94.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 35.67% | 95.22%-59.6pp | 78.13%-42.5pp | 345.43%-309.8pp |
| Employer contribution / active EE | $1,863 | $3,139-40.6% | $2,855-34.7% | $4,764-60.9% |
| Participant deferral / active EE | $2,048 | $4,281-52.2% | $3,885-47.3% | $5,851-65.0% |
| Admin fee / account holder | $53 | $6,175-99.1% | $5,354-99.0% | $11,599-99.5% |