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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 | $5,514 | $105,856-94.8% | $90,161-93.9% | $147,586-96.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.74% | 37.63%-14.9pp | 34.89%-12.1pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,613 | $4,126-36.7% | $3,318-21.2% | $4,876-46.4% |
| Participant deferral / active EE | $4,939 | $5,733-13.9% | $5,287-6.6% | $5,439-9.2% |
| Admin fee / account holder | $44 | $8,046-99.5% | $5,943-99.3% | $10,886-99.6% |