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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 | $5,786 | $83,337-93.1% | $67,834-91.5% | $273,972-97.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 129.59% | 259.45%-129.9pp | 138.47%-8.9pp | 41.46%+88.1pp |
| Employer contribution / active EE | $1,722 | $3,287-47.6% | $2,403-28.4% | $4,869-64.6% |
| Participant deferral / active EE | $2,263 | $4,088-44.6% | $3,160-28.4% | $5,287-57.2% |
| Admin fee / account holder | $29 | $6,752-99.6% | $4,622-99.4% | $10,133-99.7% |