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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 | $4,179 | $95,580-95.6% | $76,872-94.6% | $139,466-97.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.80% | 55.00%-29.2pp | 37.90%-12.1pp | 373.66%-347.9pp |
| Employer contribution / active EE | $1,175 | $3,145-62.7% | $2,533-53.6% | $4,754-75.3% |
| Participant deferral / active EE | $2,143 | $4,623-53.6% | $3,832-44.1% | $6,712-68.1% |
| Admin fee / account holder | $23 | $8,302-99.7% | $5,476-99.6% | $11,409-99.8% |