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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 | $3,718 | $183,539-98.0% | $155,556-97.6% | $145,897-97.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 61.31%-45.1pp | 64.84%-48.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $1,482 | $5,315-72.1% | $4,675-68.3% | $4,663-68.2% |
| Participant deferral / active EE | $3,099 | $6,467-52.1% | $5,631-45.0% | $6,689-53.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |