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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 | $6,908 | $90,486-92.4% | $78,676-91.2% | $273,972-97.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.77% | 75.62%-67.9pp | 62.19%-54.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,459 | $3,175-54.0% | $2,850-48.8% | $4,869-70.0% |
| Participant deferral / active EE | $3,585 | $3,901-8.1% | $3,517+1.9% | $5,287-32.2% |
| Admin fee / account holder | $38 | $5,263-99.3% | $4,510-99.2% | $10,133-99.6% |