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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 | $6,799 | $76,368-91.1% | $67,681-90.0% | $154,746-95.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.15% | 1066.77%-1045.6pp | 590.58%-569.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,912 | $3,151-39.3% | $2,678-28.6% | $4,379-56.3% |
| Participant deferral / active EE | $1,912 | $4,824-60.4% | $3,976-51.9% | $6,730-71.6% |
| Admin fee / account holder | $102 | $8,559-98.8% | $6,100-98.3% | $14,365-99.3% |