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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 | $5,105 | $117,433-95.7% | $99,475-94.9% | $152,897-96.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 180.17% | 31.87%+148.3pp | 30.72%+149.4pp | 345.43%-165.3pp |
| Employer contribution / active EE | $606 | $3,013-79.9% | $2,540-76.1% | $4,764-87.3% |
| Participant deferral / active EE | $3,934 | $4,086-3.7% | $3,619+8.7% | $5,851-32.8% |
| Admin fee / account holder | $9 | $7,634-99.9% | $6,252-99.9% | $11,599-99.9% |