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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 | $6,450 | $104,953-93.9% | $84,637-92.4% | $152,909-95.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 30.61% | 373.94%-343.3pp | 258.82%-228.2pp | 345.46%-314.9pp |
| Employer contribution / active EE | $1,046 | $3,304-68.4% | $2,653-60.6% | $4,764-78.1% |
| Participant deferral / active EE | $2,607 | $4,691-44.4% | $3,900-33.2% | $5,851-55.5% |
| Admin fee / account holder | $238 | $6,244-96.2% | $4,914-95.2% | $11,601-97.9% |