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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 | $5,921 | $121,677-95.1% | $104,625-94.3% | $158,966-96.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.92% | 465.58%-452.7pp | 340.60%-327.7pp | 302.95%-290.0pp |
| Employer contribution / active EE | $1,340 | $3,165-57.7% | $2,681-50.0% | $4,762-71.9% |
| Participant deferral / active EE | $1,340 | $4,175-67.9% | $3,738-64.2% | $5,983-77.6% |
| Admin fee / account holder | $33 | $7,777-99.6% | $6,465-99.5% | $11,250-99.7% |