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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 | $3,036 | $114,119-97.3% | $107,187-97.2% | $138,895-97.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 35.62% | 273.21%-237.6pp | 204.55%-168.9pp | 145.39%-109.8pp |
| Employer contribution / active EE | $1,195 | $4,059-70.6% | $3,782-68.4% | $4,194-71.5% |
| Participant deferral / active EE | $2,010 | $5,538-63.7% | $5,096-60.6% | $6,396-68.6% |
| Admin fee / account holder | $100 | $10,024-99.0% | $9,162-98.9% | $12,562-99.2% |