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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 | $6,964 | $115,810-94.0% | $101,271-93.1% | $158,966-95.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.96% | 56.15%-28.2pp | 46.48%-18.5pp | 302.95%-275.0pp |
| Employer contribution / active EE | $2,347 | $4,175-43.8% | $3,660-35.9% | $4,762-50.7% |
| Participant deferral / active EE | $2,934 | $4,958-40.8% | $4,371-32.9% | $5,983-51.0% |
| Admin fee / account holder | $14 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |