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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 | $5,273 | $100,895-94.8% | $90,430-94.2% | $158,950-96.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.45% | 1725.54%-1712.1pp | 1293.73%-1280.3pp | 302.91%-289.5pp |
| Employer contribution / active EE | $669 | $3,689-81.9% | $3,262-79.5% | $4,762-85.9% |
| Participant deferral / active EE | $2,356 | $4,347-45.8% | $3,963-40.6% | $5,983-60.6% |
| Admin fee / account holder | $31 | $6,505-99.5% | $5,613-99.5% | $11,248-99.7% |