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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 | $5,220 | $96,691-94.6% | $86,656-94.0% | $139,487-96.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.98% | 106.87%-84.9pp | 593.09%-571.1pp | 373.84%-351.9pp |
| Employer contribution / active EE | $721 | $3,267-77.9% | $3,025-76.2% | $4,755-84.8% |
| Participant deferral / active EE | $861 | $4,838-82.2% | $4,439-80.6% | $6,713-87.2% |
| Admin fee / account holder | $67 | $6,414-99.0% | $5,619-98.8% | $11,407-99.4% |