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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 | $6,438 | $48,314-86.7% | $67,561-90.5% | $80,925-92.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.56% | 18.28%-0.7pp | 3525.44%-3507.9pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,918 | $2,022-5.1% | $2,735-29.9% | $2,756-30.4% |
| Participant deferral / active EE | $2,229 | $2,927-23.8% | $4,003-44.3% | $4,299-48.1% |
| Admin fee / account holder | $52 | $3,690-98.6% | $4,006-98.7% | $6,940-99.2% |