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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 | $4,742 | $76,368-93.8% | $67,681-93.0% | $154,746-96.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.95% | 1066.77%-1053.8pp | 590.58%-577.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $941 | $3,151-70.1% | $2,678-64.9% | $4,379-78.5% |
| Participant deferral / active EE | $1,434 | $4,824-70.3% | $3,976-63.9% | $6,730-78.7% |
| Admin fee / account holder | $243 | $8,559-97.2% | $6,100-96.0% | $14,365-98.3% |