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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 | $4,774 | $109,967-95.7% | $97,197-95.1% | $145,877-96.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 30.14% | 244.27%-214.1pp | 75.47%-45.3pp | 551.28%-521.1pp |
| Employer contribution / active EE | $1,132 | $3,077-63.2% | $2,723-58.4% | $4,663-75.7% |
| Participant deferral / active EE | $2,657 | $4,676-43.2% | $4,263-37.7% | $6,691-60.3% |
| Admin fee / account holder | $13 | $6,199-99.8% | $5,637-99.8% | $13,402-99.9% |