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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 | $3,322 | $95,587-96.5% | $77,175-95.7% | $139,427-97.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 43.29% | 54.95%-11.7pp | 37.88%+5.4pp | 373.27%-330.0pp |
| Employer contribution / active EE | $542 | $3,144-82.8% | $2,533-78.6% | $4,752-88.6% |
| Participant deferral / active EE | $2,153 | $4,622-53.4% | $3,832-43.8% | $6,711-67.9% |
| Admin fee / account holder | $4 | $8,300-99.9% | $5,474-99.9% | $11,404-100.0% |