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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 | $5,404 | $121,677-95.6% | $104,625-94.8% | $158,966-96.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 31.81% | 465.58%-433.8pp | 340.60%-308.8pp | 302.95%-271.1pp |
| Employer contribution / active EE | $548 | $3,165-82.7% | $2,681-79.6% | $4,762-88.5% |
| Participant deferral / active EE | $3,977 | $4,175-4.7% | $3,738+6.4% | $5,983-33.5% |
| Admin fee / account holder | $76 | $7,777-99.0% | $6,465-98.8% | $11,250-99.3% |