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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 | $6,296 | $125,193-95.0% | $105,591-94.0% | $145,978-95.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.36% | 225.53%-208.2pp | 116.43%-99.1pp | 550.52%-533.2pp |
| Employer contribution / active EE | $2,068 | $3,718-44.4% | $3,166-34.7% | $4,662-55.6% |
| Participant deferral / active EE | $1,926 | $5,708-66.3% | $5,008-61.6% | $6,690-71.2% |
| Admin fee / account holder | $22 | $17,277-99.9% | $11,024-99.8% | $13,400-99.8% |