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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 | $6,351 | $110,278-94.2% | $95,740-93.4% | $139,466-95.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.87% | 27.19%-10.3pp | 28.41%-11.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,202 | $3,260-32.5% | $2,836-22.4% | $4,754-53.7% |
| Participant deferral / active EE | $2,975 | $4,674-36.4% | $4,244-29.9% | $6,712-55.7% |
| Admin fee / account holder | $61 | $6,613-99.1% | $5,676-98.9% | $11,409-99.5% |