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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 | $6,413 | $183,592-96.5% | $155,567-95.9% | $145,959-95.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.66% | 61.24%-41.6pp | 64.74%-45.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $2,098 | $5,315-60.5% | $4,674-55.1% | $4,661-55.0% |
| Participant deferral / active EE | $3,469 | $6,464-46.3% | $5,628-38.4% | $6,689-48.1% |
| Admin fee / account holder | $168 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |