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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 | $48,284-86.7% | $67,524-90.5% | $80,911-92.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.56% | 18.27%-0.7pp | 3519.41%-3501.8pp | 35.63%-18.1pp |
| Employer contribution / active EE | $1,918 | $2,021-5.1% | $2,734-29.8% | $2,756-30.4% |
| Participant deferral / active EE | $2,229 | $2,927-23.8% | $4,001-44.3% | $4,297-48.1% |
| Admin fee / account holder | $52 | $3,688-98.6% | $4,001-98.7% | $6,935-99.2% |