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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 | $6,489 | $103,038-93.7% | $90,324-92.8% | $152,909-95.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.08% | 95.25%-76.2pp | 78.15%-59.1pp | 345.46%-326.4pp |
| Employer contribution / active EE | $1,546 | $3,141-50.8% | $2,856-45.9% | $4,764-67.5% |
| Participant deferral / active EE | $1,996 | $4,282-53.4% | $3,885-48.6% | $5,851-65.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |