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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 | $2,659 | $114,073-97.7% | $96,161-97.2% | $167,518-98.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.54% | 189.95%-170.4pp | 192.01%-172.5pp | 478.71%-459.2pp |
| Employer contribution / active EE | $881 | $3,428-74.3% | $2,798-68.5% | $4,838-81.8% |
| Participant deferral / active EE | $1,003 | $5,195-80.7% | $4,349-76.9% | $6,342-84.2% |
| Admin fee / account holder | $107 | $6,899-98.4% | $5,538-98.1% | $12,312-99.1% |