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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 | $2,386 | $110,551-97.8% | $80,741-97.0% | $167,518-98.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 22.75% | 120.57%-97.8pp | 87.30%-64.5pp | 478.71%-456.0pp |
| Employer contribution / active EE | $1,352 | $1,543-12.4% | $1,160+16.5% | $4,838-72.1% |
| Participant deferral / active EE | $1,238 | $2,870-56.9% | $2,145-42.3% | $6,342-80.5% |
| Admin fee / account holder | $253 | $4,547-94.4% | $3,380-92.5% | $12,312-97.9% |