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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 | $6,512 | $176,402-96.3% | $134,162-95.1% | $158,982-95.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 52.94% | 63.66%-10.7pp | 36.35%+16.6pp | 302.99%-250.1pp |
| Employer contribution / active EE | $961 | $5,042-80.9% | $3,705-74.1% | $4,763-79.8% |
| Participant deferral / active EE | $3,359 | $4,093-17.9% | $3,500-4.0% | $5,983-43.9% |
| Admin fee / account holder | $32 | $8,719-99.6% | $6,685-99.5% | $11,252-99.7% |