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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 | $5,078 | $73,546-93.1% | $63,018-91.9% | $147,586-96.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.06% | 175.56%-158.5pp | 87.62%-70.6pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,146 | $3,324-65.5% | $2,761-58.5% | $4,876-76.5% |
| Participant deferral / active EE | $1,199 | $4,185-71.3% | $3,330-64.0% | $5,439-78.0% |
| Admin fee / account holder | $200 | $5,956-96.6% | $3,601-94.4% | $10,886-98.2% |