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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 | $109,967-95.3% | $97,197-94.7% | $145,877-96.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.47% | 244.27%-228.8pp | 75.47%-60.0pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,874 | $3,077-39.1% | $2,723-31.2% | $4,663-59.8% |
| Participant deferral / active EE | $2,819 | $4,676-39.7% | $4,263-33.9% | $6,691-57.9% |
| Admin fee / account holder | $80 | $6,199-98.7% | $5,637-98.6% | $13,402-99.4% |