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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 | $4,277 | $109,905-96.1% | $98,506-95.7% | $167,553-97.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.15% | 1960.20%-1943.0pp | 1494.92%-1477.8pp | 478.89%-461.7pp |
| Employer contribution / active EE | $1,181 | $3,226-63.4% | $2,961-60.1% | $4,840-75.6% |
| Participant deferral / active EE | $1,861 | $4,674-60.2% | $4,277-56.5% | $6,343-70.7% |
| Admin fee / account holder | $51 | $6,760-99.2% | $5,955-99.1% | $12,316-99.6% |