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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 | $81,233-90.4% | $155,567-95.0% | $80,874-90.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 253.55% | 33.33%+220.2pp | 64.74%+188.8pp | 35.62%+217.9pp |
| Employer contribution / active EE | $3,453 | $3,101+11.4% | $4,674-26.1% | $2,756+25.3% |
| Participant deferral / active EE | $2,329 | $3,452-32.5% | $5,628-58.6% | $4,297-45.8% |
| Admin fee / account holder | $142 | $7,998-98.2% | $15,916-99.1% | $6,935-97.9% |