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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 | $3,832 | $83,337-95.4% | $67,834-94.4% | $273,972-98.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 135.59% | 259.45%-123.9pp | 138.47%-2.9pp | 41.46%+94.1pp |
| Employer contribution / active EE | $4,579 | $3,287+39.3% | $2,403+90.5% | $4,869-5.9% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $76 | $6,752-98.9% | $4,622-98.4% | $10,133-99.2% |