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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 | $3,372 | $107,363-96.9% | $92,909-96.4% | $152,897-97.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 84.95% | 145.63%-60.7pp | 109.44%-24.5pp | 345.43%-260.5pp |
| Employer contribution / active EE | $1,308 | $4,222-69.0% | $3,653-64.2% | $4,764-72.5% |
| Participant deferral / active EE | $1,429 | $4,848-70.5% | $4,238-66.3% | $5,851-75.6% |
| Admin fee / account holder | $19 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |