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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 | $5,001 | $162,529-96.9% | $130,788-96.2% | $154,746-96.8% |
| Participation rate | 95.7% | 75.9%+19.8pp | 70.1%+25.6pp | 80.7%+15.0pp |
| Annual return | 21.33% | 510.48%-489.1pp | 386.44%-365.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,556 | $4,447-65.0% | $3,558-56.3% | $4,379-64.5% |
| Participant deferral / active EE | $2,142 | $4,808-55.5% | $4,137-48.2% | $6,730-68.2% |
| Admin fee / account holder | $47 | $7,669-99.4% | $6,673-99.3% | $14,365-99.7% |