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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 | $5,069 | $125,184-96.0% | $105,607-95.2% | $145,884-96.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 43.24% | 225.00%-181.8pp | 116.11%-72.9pp | 551.85%-508.6pp |
| Employer contribution / active EE | $1,716 | $3,720-53.9% | $3,167-45.8% | $4,662-63.2% |
| Participant deferral / active EE | $3,415 | $5,714-40.2% | $5,011-31.9% | $6,690-49.0% |
| Admin fee / account holder | $9 | $17,133-99.9% | $10,958-99.9% | $13,392-99.9% |