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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 | $4,641 | $118,496-96.1% | $98,461-95.3% | $139,466-96.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 67.27% | 18.96%+48.3pp | 21.17%+46.1pp | 373.66%-306.4pp |
| Employer contribution / active EE | $1,827 | $3,611-49.4% | $3,049-40.1% | $4,754-61.6% |
| Participant deferral / active EE | $1,891 | $5,393-64.9% | $4,738-60.1% | $6,712-71.8% |
| Admin fee / account holder | $6 | $14,056-100.0% | $8,961-99.9% | $11,409-99.9% |