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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 | $9,023 | $185,225-95.1% | $142,898-93.7% | $167,553-94.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 16.18% | 8558.12%-8541.9pp | 5639.64%-5623.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $1,216 | $5,607-78.3% | $4,146-70.7% | $4,840-74.9% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $81 | $8,032-99.0% | $6,560-98.8% | $12,316-99.3% |