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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 | $4,364 | $100,139-95.6% | $85,187-94.9% | $145,884-97.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.57% | 84.15%-69.6pp | 66.67%-52.1pp | 551.85%-537.3pp |
| Employer contribution / active EE | $923 | $3,238-71.5% | $2,732-66.2% | $4,662-80.2% |
| Participant deferral / active EE | $923 | $5,296-82.6% | $4,525-79.6% | $6,690-86.2% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |