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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 | $5,427 | $103,038-94.7% | $90,324-94.0% | $152,909-96.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.37% | 95.25%-76.9pp | 78.15%-59.8pp | 345.46%-327.1pp |
| Employer contribution / active EE | $935 | $3,141-70.2% | $2,856-67.3% | $4,764-80.4% |
| Participant deferral / active EE | $1,438 | $4,282-66.4% | $3,885-63.0% | $5,851-75.4% |
| Admin fee / account holder | $66 | $6,177-98.9% | $5,356-98.8% | $11,601-99.4% |