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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 | $3,845 | $110,039-96.5% | $97,260-96.0% | $145,884-97.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.20% | 244.44%-226.2pp | 75.54%-57.3pp | 551.85%-533.7pp |
| Employer contribution / active EE | $924 | $3,074-70.0% | $2,721-66.1% | $4,662-80.2% |
| Participant deferral / active EE | $1,847 | $4,674-60.5% | $4,262-56.7% | $6,690-72.4% |
| Admin fee / account holder | $10 | $6,204-99.8% | $5,640-99.8% | $13,392-99.9% |