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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 | $5,921 | $112,935-94.8% | $90,970-93.5% | $158,966-96.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 41.19% | 215.79%-174.6pp | 134.58%-93.4pp | 302.95%-261.8pp |
| Employer contribution / active EE | $920 | $2,895-68.2% | $2,122-56.6% | $4,762-80.7% |
| Participant deferral / active EE | $2,196 | $4,129-46.8% | $3,373-34.9% | $5,983-63.3% |
| Admin fee / account holder | $163 | $8,045-98.0% | $5,960-97.3% | $11,250-98.6% |