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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 | $6,807 | $113,338-94.0% | $94,993-92.8% | $147,586-95.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.63% | 20.80%-10.2pp | 27.14%-16.5pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,565 | $3,160-50.5% | $2,603-39.9% | $4,876-67.9% |
| Participant deferral / active EE | $1,718 | $3,777-54.5% | $3,317-48.2% | $5,439-68.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |