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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 | $5,100 | $117,396-95.7% | $99,452-94.9% | $152,870-96.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 54.23% | 31.87%+22.4pp | 30.72%+23.5pp | 345.34%-291.1pp |
| Employer contribution / active EE | $1,181 | $3,013-60.8% | $2,540-53.5% | $4,763-75.2% |
| Participant deferral / active EE | $2,601 | $4,086-36.3% | $3,619-28.1% | $5,850-55.5% |
| Admin fee / account holder | $135 | $7,632-98.2% | $6,251-97.8% | $11,597-98.8% |