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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 | $6,534 | $125,778-94.8% | $114,563-94.3% | $154,746-95.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.19% | 295.14%-276.0pp | 241.09%-221.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $976 | $2,806-65.2% | $2,592-62.4% | $4,379-77.7% |
| Participant deferral / active EE | $1,951 | $4,445-56.1% | $4,142-52.9% | $6,730-71.0% |
| Admin fee / account holder | $29 | $8,190-99.6% | $7,623-99.6% | $14,365-99.8% |