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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 | $6,397 | $157,304-95.9% | $141,197-95.5% | $152,909-95.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.70% | 64.34%-26.6pp | 71.41%-33.7pp | 345.46%-307.8pp |
| Employer contribution / active EE | $1,132 | $5,263-78.5% | $4,736-76.1% | $4,764-76.2% |
| Participant deferral / active EE | $4,559 | $7,111-35.9% | $6,710-32.1% | $5,851-22.1% |
| Admin fee / account holder | $223 | $12,126-98.2% | $10,265-97.8% | $11,601-98.1% |