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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 | $4,729 | $99,995-95.3% | $85,063-94.4% | $145,978-96.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 24.15% | 83.99%-59.8pp | 66.54%-42.4pp | 550.52%-526.4pp |
| Employer contribution / active EE | $736 | $3,231-77.2% | $2,727-73.0% | $4,662-84.2% |
| Participant deferral / active EE | $2,387 | $5,295-54.9% | $4,523-47.2% | $6,690-64.3% |
| Admin fee / account holder | $122 | $7,255-98.3% | $6,155-98.0% | $13,400-99.1% |