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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 | $6,981 | $94,749-92.6% | $112,899-93.8% | $139,466-95.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 33.32% | 40.92%-7.6pp | 34.11%-0.8pp | 373.66%-340.3pp |
| Employer contribution / active EE | $2,648 | $4,630-42.8% | $4,566-42.0% | $4,754-44.3% |
| Participant deferral / active EE | $3,944 | $6,517-39.5% | $6,516-39.5% | $6,712-41.2% |
| Admin fee / account holder | $14 | $8,530-99.8% | $7,047-99.8% | $11,409-99.9% |