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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 | $5,585 | $106,280-94.7% | $96,538-94.2% | $139,487-96.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 212.29% | 38.48%+173.8pp | 35.74%+176.5pp | 373.84%-161.6pp |
| Employer contribution / active EE | $1,786 | $4,107-56.5% | $3,740-52.2% | $4,755-62.4% |
| Participant deferral / active EE | $3,062 | $5,457-43.9% | $4,880-37.3% | $6,713-54.4% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |