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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 | $5,450 | $69,274-92.1% | $64,097-91.5% | $139,487-96.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.84% | 46.00%-17.2pp | 33.75%-4.9pp | 373.84%-345.0pp |
| Employer contribution / active EE | $1,138 | $3,187-64.3% | $2,750-58.6% | $4,755-76.1% |
| Participant deferral / active EE | $1,776 | $4,685-62.1% | $3,881-54.2% | $6,713-73.5% |
| Admin fee / account holder | $22 | $4,247-99.5% | $3,070-99.3% | $11,407-99.8% |