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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 | $4,253 | $112,933-96.2% | $90,970-95.3% | $158,982-97.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.35% | 215.82%-205.5pp | 134.60%-124.2pp | 302.99%-292.6pp |
| Employer contribution / active EE | $3,196 | $2,893+10.5% | $2,122+50.6% | $4,763-32.9% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |