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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 | $8,096 | $154,145-94.7% | $130,014-93.8% | $139,427-94.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.71% | 32.49%-5.8pp | -137.22%+163.9pp | 373.27%-346.6pp |
| Employer contribution / active EE | $1,708 | $5,290-67.7% | $4,320-60.5% | $4,752-64.0% |
| Participant deferral / active EE | $3,752 | $6,711-44.1% | $5,821-35.5% | $6,711-44.1% |
| Admin fee / account holder | $42 | $14,009-99.7% | $10,616-99.6% | $11,404-99.6% |