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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 | $6,145 | $100,147-93.9% | $81,286-92.4% | $145,877-95.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.85% | 34.44%-20.6pp | 24.80%-10.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $944 | $2,977-68.3% | $2,463-61.7% | $4,663-79.8% |
| Participant deferral / active EE | $1,832 | $4,607-60.2% | $3,883-52.8% | $6,691-72.6% |
| Admin fee / account holder | $32 | $8,201-99.6% | $5,764-99.4% | $13,402-99.8% |