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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 | $6,450 | $106,247-93.9% | $96,515-93.3% | $139,466-95.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.47% | 38.47%-8.0pp | 35.73%-5.3pp | 373.66%-343.2pp |
| Employer contribution / active EE | $1,390 | $4,106-66.1% | $3,740-62.8% | $4,754-70.8% |
| Participant deferral / active EE | $2,476 | $5,456-54.6% | $4,880-49.3% | $6,712-63.1% |
| Admin fee / account holder | $71 | $7,885-99.1% | $6,735-98.9% | $11,409-99.4% |