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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 | $6,603 | $107,030-93.8% | $73,550-91.0% | $147,586-95.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 22.19% | 38.25%-16.1pp | -15.16%+37.4pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,770 | $1,760+0.5% | $1,219+45.2% | $4,876-63.7% |
| Participant deferral / active EE | $2,212 | $2,458-10.0% | $1,804+22.6% | $5,439-59.3% |
| Admin fee / account holder | $56 | $3,055-98.2% | $2,320-97.6% | $10,886-99.5% |