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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 | $6,421 | $100,203-93.6% | $85,240-92.5% | $145,897-95.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 84.28%-73.0pp | 66.75%-55.4pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,552 | $3,242-52.1% | $2,735-43.3% | $4,663-66.7% |
| Participant deferral / active EE | $2,157 | $5,299-59.3% | $4,527-52.4% | $6,689-67.8% |
| Admin fee / account holder | $227 | $7,265-96.9% | $6,165-96.3% | $13,390-98.3% |