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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 | $6,782 | $150,412-95.5% | $120,574-94.4% | $145,884-95.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.51% | 154.50%-136.0pp | 107.42%-88.9pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,610 | $4,355-63.0% | $3,471-53.6% | $4,662-65.5% |
| Participant deferral / active EE | $1,569 | $6,175-74.6% | $4,996-68.6% | $6,690-76.6% |
| Admin fee / account holder | $54 | $12,224-99.6% | $9,445-99.4% | $13,392-99.6% |