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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 | $5,573 | $176,794-96.8% | $146,647-96.2% | $167,553-96.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.87% | 24.04%-8.2pp | 22.75%-6.9pp | 478.89%-463.0pp |
| Employer contribution / active EE | $2,241 | $5,161-56.6% | $4,137-45.8% | $4,840-53.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $37 | $13,262-99.7% | $10,281-99.6% | $12,316-99.7% |