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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 | $6,006 | $108,882-94.5% | $96,754-93.8% | $154,746-96.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 25.04% | 98.39%-73.3pp | 82.04%-57.0pp | 172.34%-147.3pp |
| Employer contribution / active EE | $2,512 | $3,018-16.8% | $2,679-6.2% | $4,379-42.6% |
| Participant deferral / active EE | $4,402 | $5,323-17.3% | $4,758-7.5% | $6,730-34.6% |
| Admin fee / account holder | $180 | $10,200-98.2% | $8,905-98.0% | $14,365-98.7% |