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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 | $6,659 | $58,493-88.6% | $84,023-92.1% | $72,976-90.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 126.24% | 28.93%+97.3pp | 71.32%+54.9pp | 81.02%+45.2pp |
| Employer contribution / active EE | $2,113 | $1,163+81.6% | $1,984+6.5% | $2,440-13.4% |
| Participant deferral / active EE | $2,633 | $2,394+10.0% | $3,239-18.7% | $3,608-27.0% |
| Admin fee / account holder | $139 | $4,569-97.0% | $6,102-97.7% | $5,124-97.3% |