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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 | $103,000-95.0% | $90,300-94.3% | $152,885-96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 29.56% | 95.19%-65.6pp | 78.11%-48.6pp | 345.39%-315.8pp |
| Employer contribution / active EE | $988 | $3,138-68.5% | $2,854-65.4% | $4,763-79.3% |
| Participant deferral / active EE | $1,397 | $4,281-67.4% | $3,884-64.0% | $5,851-76.1% |
| Admin fee / account holder | $92 | $6,173-98.5% | $5,353-98.3% | $11,598-99.2% |