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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 | $4,849 | $154,754-96.9% | $124,206-96.1% | $138,895-96.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 43.67% | 709.28%-665.6pp | 515.27%-471.6pp | 145.39%-101.7pp |
| Employer contribution / active EE | $1,012 | $4,446-77.3% | $3,540-71.4% | $4,194-75.9% |
| Participant deferral / active EE | $2,191 | $4,621-52.6% | $3,968-44.8% | $6,396-65.7% |
| Admin fee / account holder | $20 | $6,690-99.7% | $5,929-99.7% | $12,562-99.8% |