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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 | $4,316 | $93,346-95.4% | $71,796-94.0% | $273,972-98.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 46.02% | 130.39%-84.4pp | 78.04%-32.0pp | 41.46%+4.6pp |
| Employer contribution / active EE | $1,725 | $2,733-36.9% | $1,924-10.4% | $4,869-64.6% |
| Participant deferral / active EE | $1,725 | $3,475-50.4% | $2,794-38.3% | $5,287-67.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |