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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 | $5,489 | $114,093-95.2% | $96,171-94.3% | $167,536-96.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.56% | 190.00%-166.4pp | 192.04%-168.5pp | 478.82%-455.3pp |
| Employer contribution / active EE | $598 | $3,429-82.6% | $2,799-78.7% | $4,839-87.7% |
| Participant deferral / active EE | $3,714 | $5,197-28.5% | $4,350-14.6% | $6,342-41.4% |
| Admin fee / account holder | $30 | $6,899-99.6% | $5,538-99.5% | $12,315-99.8% |