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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 | $6,312 | $154,209-95.9% | $130,062-95.1% | $139,487-95.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 30.11% | 32.52%-2.4pp | -137.37%+167.5pp | 373.84%-343.7pp |
| Employer contribution / active EE | $2,078 | $5,292-60.7% | $4,322-51.9% | $4,755-56.3% |
| Participant deferral / active EE | $4,694 | $6,709-30.0% | $5,821-19.4% | $6,713-30.1% |
| Admin fee / account holder | $134 | $13,988-99.0% | $10,601-98.7% | $11,407-98.8% |