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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 | $2,926 | $99,995-97.1% | $85,063-96.6% | $145,978-98.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 33.58% | 83.99%-50.4pp | 66.54%-33.0pp | 550.52%-516.9pp |
| Employer contribution / active EE | $916 | $3,231-71.7% | $2,727-66.4% | $4,662-80.4% |
| Participant deferral / active EE | $947 | $5,295-82.1% | $4,523-79.1% | $6,690-85.8% |
| Admin fee / account holder | $3 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |