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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 | $114,013-96.0% | $103,693-95.6% | $155,188-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 39.82% | 49.31%-9.5pp | 47.61%-7.8pp | 148.84%-109.0pp |
| Employer contribution / active EE | $2,468 | $3,131-21.2% | $2,920-15.5% | $4,248-41.9% |
| Participant deferral / active EE | $2,521 | $4,970-49.3% | $4,579-45.0% | $6,531-61.4% |
| Admin fee / account holder | $22 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |