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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 | $5,429 | $100,139-94.6% | $85,187-93.6% | $145,884-96.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.44% | 84.15%-67.7pp | 66.67%-50.2pp | 551.85%-535.4pp |
| Employer contribution / active EE | $958 | $3,238-70.4% | $2,732-65.0% | $4,662-79.5% |
| Participant deferral / active EE | $2,136 | $5,296-59.7% | $4,525-52.8% | $6,690-68.1% |
| Admin fee / account holder | $116 | $7,262-98.4% | $6,162-98.1% | $13,392-99.1% |