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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 | $6,068 | $100,868-94.0% | $90,414-93.3% | $158,931-96.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.98% | 1724.58%-1716.6pp | 1293.19%-1285.2pp | 302.86%-294.9pp |
| Employer contribution / active EE | $3,238 | $3,689-12.2% | $3,262-0.8% | $4,761-32.0% |
| Participant deferral / active EE | $2,889 | $4,348-33.6% | $3,963-27.1% | $5,982-51.7% |
| Admin fee / account holder | $68 | $6,502-99.0% | $5,611-98.8% | $11,247-99.4% |