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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 | $6,280 | $157,296-96.0% | $141,191-95.6% | $152,897-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.63% | 64.34%-36.7pp | 71.41%-43.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $1,670 | $5,262-68.3% | $4,736-64.7% | $4,764-64.9% |
| Participant deferral / active EE | $2,854 | $7,111-59.9% | $6,710-57.5% | $5,851-51.2% |
| Admin fee / account holder | $146 | $12,125-98.8% | $10,264-98.6% | $11,599-98.7% |