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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 | $5,424 | $102,547-94.7% | $78,210-93.1% | $147,586-96.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 44.41% | 51.08%-6.7pp | 40.90%+3.5pp | 578.59%-534.2pp |
| Employer contribution / active EE | $1,656 | $2,617-36.7% | $2,034-18.6% | $4,876-66.0% |
| Participant deferral / active EE | $3,046 | $3,481-12.5% | $2,823+7.9% | $5,439-44.0% |
| Admin fee / account holder | $88 | $5,059-98.3% | $3,758-97.6% | $10,886-99.2% |