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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 | $4,198 | $102,595-95.9% | $94,057-95.5% | $154,746-97.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.02% | 583.42%-563.4pp | 480.62%-460.6pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,151 | $3,147-63.4% | $2,933-60.8% | $4,379-73.7% |
| Participant deferral / active EE | $1,273 | $5,118-75.1% | $4,709-73.0% | $6,730-81.1% |
| Admin fee / account holder | $26 | $7,736-99.7% | $7,244-99.6% | $14,365-99.8% |