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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 | $6,021 | $84,236-92.9% | $170,435-96.5% | $70,126-91.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.05% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $974 | $3,387-71.3% | $5,432-82.1% | $2,343-58.4% |
| Participant deferral / active EE | $1,498 | $3,086-51.5% | $4,939-69.7% | $3,332-55.0% |
| Admin fee / account holder | $3 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |