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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 | $2,022 | $109,967-98.2% | $97,197-97.9% | $145,877-98.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.00% | 244.27%-231.3pp | 75.47%-62.5pp | 551.28%-538.3pp |
| Employer contribution / active EE | $497 | $3,077-83.8% | $2,723-81.7% | $4,663-89.3% |
| Participant deferral / active EE | $771 | $4,676-83.5% | $4,263-81.9% | $6,691-88.5% |
| Admin fee / account holder | $16 | $6,199-99.7% | $5,637-99.7% | $13,402-99.9% |