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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 | $5,835 | $115,903-95.0% | $100,528-94.2% | $158,966-96.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 76.59% | 34.80%+41.8pp | 30.90%+45.7pp | 302.95%-226.4pp |
| Employer contribution / active EE | $2,261 | $4,105-44.9% | $3,419-33.9% | $4,762-52.5% |
| Participant deferral / active EE | $3,049 | $6,677-54.3% | $6,271-51.4% | $5,983-49.0% |
| Admin fee / account holder | $4 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |