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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 | $5,183 | $115,814-95.5% | $101,275-94.9% | $158,982-96.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 72.19% | 56.16%+16.0pp | 46.48%+25.7pp | 302.99%-230.8pp |
| Employer contribution / active EE | $1,951 | $4,176-53.3% | $3,660-46.7% | $4,763-59.0% |
| Participant deferral / active EE | $2,183 | $4,958-56.0% | $4,371-50.1% | $5,983-63.5% |
| Admin fee / account holder | $17 | $7,249-99.8% | $5,948-99.7% | $11,252-99.8% |