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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 | $2,718 | $154,193-98.2% | $130,045-97.9% | $139,466-98.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 63.70% | 32.51%+31.2pp | -137.30%+201.0pp | 373.66%-310.0pp |
| Employer contribution / active EE | $1,311 | $5,292-75.2% | $4,321-69.7% | $4,754-72.4% |
| Participant deferral / active EE | $2,015 | $6,709-70.0% | $5,820-65.4% | $6,712-70.0% |
| Admin fee / account holder | $200 | $13,989-98.6% | $10,600-98.1% | $11,409-98.2% |