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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 | $5,344 | $102,638-94.8% | $81,991-93.5% | $158,966-96.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 25.08% | 61.05%-36.0pp | 41.31%-16.2pp | 302.95%-277.9pp |
| Employer contribution / active EE | $1,152 | $3,241-64.5% | $2,498-53.9% | $4,762-75.8% |
| Participant deferral / active EE | $1,152 | $4,649-75.2% | $3,722-69.1% | $5,983-80.7% |
| Admin fee / account holder | $38 | $8,237-99.5% | $5,665-99.3% | $11,250-99.7% |