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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 | $6,429 | $107,368-94.0% | $92,915-93.1% | $152,909-95.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 32.13% | 145.64%-113.5pp | 109.45%-77.3pp | 345.46%-313.3pp |
| Employer contribution / active EE | $908 | $4,222-78.5% | $3,653-75.1% | $4,764-80.9% |
| Participant deferral / active EE | $3,269 | $4,848-32.6% | $4,238-22.9% | $5,851-44.1% |
| Admin fee / account holder | $30 | $7,082-99.6% | $5,796-99.5% | $11,601-99.7% |