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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 | $109,863-96.1% | $98,477-95.7% | $167,518-97.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.15% | 1958.09%-1940.9pp | 1493.59%-1476.4pp | 478.71%-461.6pp |
| Employer contribution / active EE | $1,181 | $3,225-63.4% | $2,961-60.1% | $4,838-75.6% |
| Participant deferral / active EE | $1,861 | $4,673-60.2% | $4,276-56.5% | $6,342-70.7% |
| Admin fee / account holder | $51 | $6,755-99.2% | $5,951-99.1% | $12,312-99.6% |