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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 | $6,873 | $113,338-93.9% | $94,993-92.8% | $147,586-95.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 36.30% | 20.80%+15.5pp | 27.14%+9.2pp | 578.59%-542.3pp |
| Employer contribution / active EE | $3,507 | $3,160+11.0% | $2,603+34.7% | $4,876-28.1% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $93 | $6,063-98.5% | $4,960-98.1% | $10,886-99.1% |