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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 | $6,745 | $93,346-92.8% | $71,796-90.6% | $273,972-97.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 14.39% | 130.39%-116.0pp | 78.04%-63.6pp | 41.46%-27.1pp |
| Employer contribution / active EE | $2,200 | $2,733-19.5% | $1,924+14.3% | $4,869-54.8% |
| Participant deferral / active EE | $4,451 | $3,475+28.1% | $2,794+59.3% | $5,287-15.8% |
| Admin fee / account holder | $85 | $6,571-98.7% | $4,815-98.2% | $10,133-99.2% |