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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 | $6,217 | $75,832-91.8% | $147,617-95.8% | $59,633-89.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 6.14% | 0.37%+5.8pp | 61.98%-55.8pp | 2041.45%-2035.3pp |
| Employer contribution / active EE | $412 | $3,485-88.2% | $5,564-92.6% | $2,203-81.3% |
| Participant deferral / active EE | $1,700 | $3,131-45.7% | $4,895-65.3% | $3,192-46.7% |
| Admin fee / account holder | $5 | $5,986-99.9% | $11,612-100.0% | $4,297-99.9% |