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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 | $8,667 | $118,877-92.7% | $96,570-91.0% | $167,536-94.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 27.25% | 50.50%-23.3pp | 37.79%-10.5pp | 478.82%-451.6pp |
| Employer contribution / active EE | $2,281 | $3,121-26.9% | $2,357-3.2% | $4,839-52.9% |
| Participant deferral / active EE | $6,337 | $4,617+37.2% | $3,849+64.6% | $6,342-0.1% |
| Admin fee / account holder | $16 | $8,069-99.8% | $6,182-99.7% | $12,315-99.9% |