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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 | $6,760 | $157,304-95.7% | $141,197-95.2% | $152,909-95.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.73% | 64.34%-47.6pp | 71.41%-54.7pp | 345.46%-328.7pp |
| Employer contribution / active EE | $2,490 | $5,263-52.7% | $4,736-47.4% | $4,764-47.7% |
| Participant deferral / active EE | $3,379 | $7,111-52.5% | $6,710-49.6% | $5,851-42.2% |
| Admin fee / account holder | $6 | $12,126-100.0% | $10,265-99.9% | $11,601-100.0% |