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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 | $3,150 | $107,944-97.1% | $91,994-96.6% | $152,885-97.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 62.89% | 89.26%-26.4pp | 69.03%-6.1pp | 345.39%-282.5pp |
| Employer contribution / active EE | $449 | $4,210-89.3% | $3,452-87.0% | $4,763-90.6% |
| Participant deferral / active EE | $2,164 | $6,365-66.0% | $5,923-63.5% | $5,851-63.0% |
| Admin fee / account holder | $126 | $10,521-98.8% | $7,743-98.4% | $11,598-98.9% |