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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 | $4,516 | $157,829-97.1% | $136,867-96.7% | $198,609-97.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 39.82% | 51.25%-11.4pp | 42.97%-3.2pp | 202.70%-162.9pp |
| Employer contribution / active EE | $2,468 | $3,923-37.1% | $3,547-30.4% | $5,055-51.2% |
| Participant deferral / active EE | $2,521 | $5,463-53.9% | $4,924-48.8% | $6,977-63.9% |
| Admin fee / account holder | $22 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |