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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 | $6,241 | $104,937-94.1% | $84,628-92.6% | $152,897-95.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.38% | 373.88%-354.5pp | 258.80%-239.4pp | 345.43%-326.1pp |
| Employer contribution / active EE | $4,230 | $3,303+28.1% | $2,653+59.5% | $4,764-11.2% |
| Participant deferral / active EE | $2,552 | $4,690-45.6% | $3,900-34.6% | $5,851-56.4% |
| Admin fee / account holder | $251 | $6,243-96.0% | $4,914-94.9% | $11,599-97.8% |