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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 | $9,198 | $57,330-84.0% | $86,656-89.4% | $75,177-87.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.78% | 2675.40%-2659.6pp | 593.09%-577.3pp | 160.75%-145.0pp |
| Employer contribution / active EE | $798 | $2,316-65.6% | $3,025-73.6% | $2,671-70.1% |
| Participant deferral / active EE | $1,005 | $3,320-69.7% | $4,439-77.4% | $4,126-75.6% |
| Admin fee / account holder | $97 | $4,115-97.6% | $5,619-98.3% | $5,651-98.3% |