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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 | $3,171 | $110,629-97.1% | $80,784-96.1% | $167,553-98.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 23.36% | 120.58%-97.2pp | 87.31%-64.0pp | 478.89%-455.5pp |
| Employer contribution / active EE | $563 | $1,543-63.5% | $1,160-51.5% | $4,840-88.4% |
| Participant deferral / active EE | $2,112 | $2,871-26.4% | $2,145-1.6% | $6,343-66.7% |
| Admin fee / account holder | $7 | $4,547-99.8% | $3,380-99.8% | $12,316-99.9% |