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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 | $5,989 | $112,729-94.7% | $98,716-93.9% | $137,256-95.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 115.31% | 38.48%+76.8pp | 31.81%+83.5pp | 220.34%-105.0pp |
| Employer contribution / active EE | $997 | $2,725-63.4% | $2,279-56.2% | $4,156-76.0% |
| Participant deferral / active EE | $4,334 | $4,640-6.6% | $4,048+7.1% | $6,407-32.4% |
| Admin fee / account holder | $41 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |