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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 | $8,080 | $884,045-99.1% | $453,569-98.2% | $167,536-95.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 26.40% | 29.49%-3.1pp | 64.43%-38.0pp | 478.82%-452.4pp |
| Employer contribution / active EE | $1,920 | $5,538-65.3% | $4,072-52.8% | $4,839-60.3% |
| Participant deferral / active EE | $6,363 | $7,898-19.4% | $6,211+2.4% | $6,342+0.3% |
| Admin fee / account holder | $4 | $22,063-100.0% | $11,214-100.0% | $12,315-100.0% |