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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 | $1,254 | $106,918-98.8% | $84,021-98.5% | $152,897-99.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 39.46% | 105.01%-65.5pp | 71.32%-31.9pp | 345.43%-306.0pp |
| Employer contribution / active EE | $985 | $2,735-64.0% | $1,984-50.3% | $4,764-79.3% |
| Participant deferral / active EE | $1,123 | $4,012-72.0% | $3,239-65.3% | $5,851-80.8% |
| Admin fee / account holder | $282 | $8,288-96.6% | $6,102-95.4% | $11,599-97.6% |