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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 | $6,402 | $108,911-94.1% | $100,392-93.6% | $145,884-95.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 39.41% | 58.23%-18.8pp | 49.45%-10.0pp | 551.85%-512.4pp |
| Employer contribution / active EE | $2,094 | $4,420-52.6% | $3,941-46.9% | $4,662-55.1% |
| Participant deferral / active EE | $3,902 | $8,459-53.9% | $8,090-51.8% | $6,690-41.7% |
| Admin fee / account holder | $6 | $9,698-99.9% | $7,904-99.9% | $13,392-100.0% |