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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 | $5,942 | $125,778-95.3% | $114,563-94.8% | $154,746-96.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 21.29% | 295.14%-273.8pp | 241.09%-219.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $435 | $2,806-84.5% | $2,592-83.2% | $4,379-90.1% |
| Participant deferral / active EE | $1,260 | $4,445-71.7% | $4,142-69.6% | $6,730-81.3% |
| Admin fee / account holder | $63 | $8,190-99.2% | $7,623-99.2% | $14,365-99.6% |