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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 | $4,874 | $102,595-95.2% | $94,057-94.8% | $154,746-96.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 30.28% | 583.42%-553.1pp | 480.62%-450.3pp | 172.34%-142.1pp |
| Employer contribution / active EE | $2,023 | $3,147-35.7% | $2,933-31.0% | $4,379-53.8% |
| Participant deferral / active EE | $2,023 | $5,118-60.5% | $4,709-57.0% | $6,730-69.9% |
| Admin fee / account holder | $44 | $7,736-99.4% | $7,244-99.4% | $14,365-99.7% |