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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 | $5,336 | $107,363-95.0% | $92,909-94.3% | $152,897-96.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 93.33% | 145.63%-52.3pp | 109.44%-16.1pp | 345.43%-252.1pp |
| Employer contribution / active EE | $2,389 | $4,222-43.4% | $3,653-34.6% | $4,764-49.8% |
| Participant deferral / active EE | $1,710 | $4,848-64.7% | $4,238-59.6% | $5,851-70.8% |
| Admin fee / account holder | $19 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |