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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 | $6,009 | $117,895-94.9% | $102,460-94.1% | $145,897-95.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 31.92%-13.7pp | 29.47%-11.2pp | 552.29%-534.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,542 | $5,736-20.8% | $5,056-10.2% | $6,689-32.1% |
| Admin fee / account holder | $66 | $13,353-99.5% | $9,460-99.3% | $13,390-99.5% |