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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 | $6,192 | $103,008-94.0% | $90,304-93.1% | $152,897-96.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.34% | 95.22%-74.9pp | 78.13%-57.8pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,147 | $3,139-63.5% | $2,855-59.8% | $4,764-75.9% |
| Participant deferral / active EE | $1,870 | $4,281-56.3% | $3,885-51.9% | $5,851-68.0% |
| Admin fee / account holder | $52 | $6,175-99.2% | $5,354-99.0% | $11,599-99.6% |