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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 | $5,123 | $103,008-95.0% | $90,304-94.3% | $152,897-96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 29.56% | 95.22%-65.7pp | 78.13%-48.6pp | 345.43%-315.9pp |
| Employer contribution / active EE | $988 | $3,139-68.5% | $2,855-65.4% | $4,764-79.3% |
| Participant deferral / active EE | $1,397 | $4,281-67.4% | $3,885-64.0% | $5,851-76.1% |
| Admin fee / account holder | $92 | $6,175-98.5% | $5,354-98.3% | $11,599-99.2% |