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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 | $4,883 | $101,063-95.2% | $81,473-94.0% | $147,586-96.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 45.34% | 32.41%+12.9pp | 38.78%+6.6pp | 578.59%-533.2pp |
| Employer contribution / active EE | $477 | $3,206-85.1% | $2,568-81.4% | $4,876-90.2% |
| Participant deferral / active EE | $3,033 | $4,242-28.5% | $3,537-14.3% | $5,439-44.2% |
| Admin fee / account holder | $4 | $5,812-99.9% | $4,561-99.9% | $10,886-100.0% |