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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 | $2,186 | $176,688-98.8% | $130,660-98.3% | $152,909-98.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.28% | 2693.08%-2670.8pp | 1709.29%-1687.0pp | 345.46%-323.2pp |
| Employer contribution / active EE | $647 | $5,743-88.7% | $4,092-84.2% | $4,764-86.4% |
| Participant deferral / active EE | $360 | $4,362-91.7% | $3,603-90.0% | $5,851-93.8% |
| Admin fee / account holder | $30 | $7,131-99.6% | $5,463-99.5% | $11,601-99.7% |