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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 | $8,912 | $65,434-86.4% | $98,483-91.0% | $85,847-89.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.86% | 21.75%-7.9pp | 1494.38%-1480.5pp | 318.61%-304.7pp |
| Employer contribution / active EE | $2,652 | $2,169+22.3% | $2,961-10.4% | $2,565+3.4% |
| Participant deferral / active EE | $1,268 | $3,168-60.0% | $4,276-70.3% | $3,952-67.9% |
| Admin fee / account holder | $180 | $4,595-96.1% | $5,953-97.0% | $6,261-97.1% |