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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 | $4,813 | $166,131-97.1% | $164,975-97.1% | $145,877-96.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.91% | 100.37%-78.5pp | 70.12%-48.2pp | 551.28%-529.4pp |
| Employer contribution / active EE | $1,422 | $5,276-73.0% | $4,343-67.3% | $4,663-69.5% |
| Participant deferral / active EE | $2,508 | $6,962-64.0% | $6,033-58.4% | $6,691-62.5% |
| Admin fee / account holder | $37 | $16,648-99.8% | $12,688-99.7% | $13,402-99.7% |