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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 | $4,171 | $96,508-95.7% | $75,901-94.5% | $152,897-97.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 57.90% | 33.99%+23.9pp | 30.76%+27.1pp | 345.43%-287.5pp |
| Employer contribution / active EE | $1,656 | $3,310-50.0% | $2,501-33.8% | $4,764-65.2% |
| Participant deferral / active EE | $1,656 | $4,554-63.6% | $3,603-54.0% | $5,851-71.7% |
| Admin fee / account holder | $11 | $8,081-99.9% | $5,420-99.8% | $11,599-99.9% |