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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 | $5,528 | $109,372-94.9% | $89,414-93.8% | $158,966-96.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.86% | 345.55%-323.7pp | 245.50%-223.6pp | 302.95%-281.1pp |
| Employer contribution / active EE | $491 | $3,171-84.5% | $2,586-81.0% | $4,762-89.7% |
| Participant deferral / active EE | $981 | $4,598-78.7% | $3,890-74.8% | $5,983-83.6% |
| Admin fee / account holder | $24 | $6,156-99.6% | $4,883-99.5% | $11,250-99.8% |