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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 | $5,154 | $110,093-95.3% | $97,295-94.7% | $145,897-96.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.47% | 244.76%-229.3pp | 75.62%-60.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,874 | $3,077-39.1% | $2,723-31.2% | $4,663-59.8% |
| Participant deferral / active EE | $2,819 | $4,678-39.7% | $4,264-33.9% | $6,689-57.9% |
| Admin fee / account holder | $80 | $6,212-98.7% | $5,646-98.6% | $13,390-99.4% |