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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 | $6,588 | $105,158-93.7% | $94,672-93.0% | $139,487-95.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 42.45% | 38.11%+4.3pp | 156.89%-114.4pp | 373.84%-331.4pp |
| Employer contribution / active EE | $1,874 | $4,107-54.4% | $3,673-49.0% | $4,755-60.6% |
| Participant deferral / active EE | $2,435 | $7,599-68.0% | $7,417-67.2% | $6,713-63.7% |
| Admin fee / account holder | $16 | $8,972-99.8% | $7,222-99.8% | $11,407-99.9% |