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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 | $4,609 | $107,363-95.7% | $92,909-95.0% | $152,897-97.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 112.57% | 145.63%-33.1pp | 109.44%+3.1pp | 345.43%-232.9pp |
| Employer contribution / active EE | $1,883 | $4,222-55.4% | $3,653-48.5% | $4,764-60.5% |
| Participant deferral / active EE | $2,118 | $4,848-56.3% | $4,238-50.0% | $5,851-63.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |