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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 | $1,500 | $100,895-98.5% | $90,430-98.3% | $158,950-99.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.21% | 1725.54%-1703.3pp | 1293.73%-1271.5pp | 302.91%-280.7pp |
| Employer contribution / active EE | $871 | $3,689-76.4% | $3,262-73.3% | $4,762-81.7% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |