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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 | $3,957 | $110,337-96.4% | $102,383-96.1% | $145,877-97.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 50.11% | 24.83%+25.3pp | 24.94%+25.2pp | 551.28%-501.2pp |
| Employer contribution / active EE | $1,145 | $4,216-72.9% | $3,870-70.4% | $4,663-75.5% |
| Participant deferral / active EE | $1,714 | $5,621-69.5% | $5,060-66.1% | $6,691-74.4% |
| Admin fee / account holder | $3 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |