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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 | $4,508 | $110,093-95.9% | $97,295-95.4% | $145,897-96.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.04% | 244.76%-230.7pp | 75.62%-61.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $552 | $3,077-82.1% | $2,723-79.7% | $4,663-88.2% |
| Participant deferral / active EE | $1,065 | $4,678-77.2% | $4,264-75.0% | $6,689-84.1% |
| Admin fee / account holder | $78 | $6,212-98.8% | $5,646-98.6% | $13,390-99.4% |