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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 | $3,230 | $96,678-96.7% | $86,640-96.3% | $139,466-97.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 30.20% | 106.69%-76.5pp | 592.52%-562.3pp | 373.66%-343.5pp |
| Employer contribution / active EE | $1,430 | $3,265-56.2% | $3,024-52.7% | $4,754-69.9% |
| Participant deferral / active EE | $1,754 | $4,837-63.7% | $4,438-60.5% | $6,712-73.9% |
| Admin fee / account holder | $50 | $6,410-99.2% | $5,616-99.1% | $11,409-99.6% |