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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 | $6,125 | $108,695-94.4% | $74,722-91.8% | $152,897-96.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 25.32% | 114.11%-88.8pp | 753.11%-727.8pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,059 | $1,504-29.6% | $1,084-2.4% | $4,764-77.8% |
| Participant deferral / active EE | $3,338 | $2,712+23.1% | $1,963+70.0% | $5,851-43.0% |
| Admin fee / account holder | $3 | $4,906-99.9% | $3,335-99.9% | $11,599-100.0% |