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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 | $5,573 | $169,336-96.7% | $129,384-95.7% | $145,884-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.83% | 14408.70%-14395.9pp | 9461.77%-9448.9pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,028 | $5,540-63.4% | $4,153-51.2% | $4,662-56.5% |
| Participant deferral / active EE | $789 | $4,985-84.2% | $4,166-81.1% | $6,690-88.2% |
| Admin fee / account holder | $100 | $9,912-99.0% | $7,686-98.7% | $13,392-99.3% |