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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 | $5,685 | $110,830-94.9% | $86,625-93.4% | $167,553-96.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.31% | 116.99%-100.7pp | 63.52%-47.2pp | 478.89%-462.6pp |
| Employer contribution / active EE | $528 | $3,245-83.7% | $2,496-78.9% | $4,840-89.1% |
| Participant deferral / active EE | $2,705 | $4,548-40.5% | $3,700-26.9% | $6,343-57.3% |
| Admin fee / account holder | $142 | $8,420-98.3% | $5,830-97.6% | $12,316-98.8% |