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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 | $7,223 | $129,737-94.4% | $119,126-93.9% | $154,746-95.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.63% | 379.08%-357.4pp | 282.11%-260.5pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,043 | $4,375-76.2% | $4,034-74.2% | $4,379-76.2% |
| Participant deferral / active EE | $2,220 | $5,842-62.0% | $5,318-58.2% | $6,730-67.0% |
| Admin fee / account holder | $36 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |