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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 | $17,972 | $93,346-80.7% | $71,796-75.0% | $273,972-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.02% | 130.39%-124.4pp | 78.04%-72.0pp | 41.46%-35.4pp |
| Employer contribution / active EE | $6,906 | $2,733+152.7% | $1,924+258.9% | $4,869+41.9% |
| Participant deferral / active EE | $4,730 | $3,475+36.1% | $2,794+69.3% | $5,287-10.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |