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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 | $6,284 | $102,638-93.9% | $81,991-92.3% | $158,966-96.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 38.32% | 61.05%-22.7pp | 41.31%-3.0pp | 302.95%-264.6pp |
| Employer contribution / active EE | $1,409 | $3,241-56.5% | $2,498-43.6% | $4,762-70.4% |
| Participant deferral / active EE | $5,086 | $4,649+9.4% | $3,722+36.6% | $5,983-15.0% |
| Admin fee / account holder | $34 | $8,237-99.6% | $5,665-99.4% | $11,250-99.7% |