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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 | $6,110 | $108,695-94.4% | $74,722-91.8% | $152,897-96.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 36.21% | 114.11%-77.9pp | 753.11%-716.9pp | 345.43%-309.2pp |
| Employer contribution / active EE | $1,911 | $1,504+27.0% | $1,084+76.3% | $4,764-59.9% |
| Participant deferral / active EE | $3,528 | $2,712+30.1% | $1,963+79.7% | $5,851-39.7% |
| Admin fee / account holder | $121 | $4,906-97.5% | $3,335-96.4% | $11,599-99.0% |