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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 | $16,848 | $95,975-82.4% | $74,549-77.4% | $135,379-87.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.20% | 56.96%-50.8pp | 32.53%-26.3pp | 519.79%-513.6pp |
| Employer contribution / active EE | $2,194 | $2,716-19.2% | $1,961+11.9% | $4,779-54.1% |
| Participant deferral / active EE | $3,305 | $3,844-14.0% | $3,108+6.3% | $5,609-41.1% |
| Admin fee / account holder | $6 | $6,522-99.9% | $5,059-99.9% | $10,828-99.9% |