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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 | $7,781 | $81,276-90.4% | $155,574-95.0% | $80,925-90.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 253.55% | 33.36%+220.2pp | 64.87%+188.7pp | 35.65%+217.9pp |
| Employer contribution / active EE | $3,453 | $3,103+11.3% | $4,676-26.1% | $2,756+25.3% |
| Participant deferral / active EE | $2,329 | $3,453-32.5% | $5,629-58.6% | $4,299-45.8% |
| Admin fee / account holder | $142 | $7,993-98.2% | $15,914-99.1% | $6,940-98.0% |