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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 | $4,167 | $108,285-96.2% | $77,552-94.6% | $158,982-97.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 45.51% | 31.69%+13.8pp | 54.82%-9.3pp | 302.99%-257.5pp |
| Employer contribution / active EE | $820 | $1,325-38.1% | $987-16.9% | $4,763-82.8% |
| Participant deferral / active EE | $1,435 | $2,455-41.6% | $1,861-22.9% | $5,983-76.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |