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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 | $11,194 | $104,577-89.3% | $76,667-85.4% | $152,909-92.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 26.67% | 1014.36%-987.7pp | 1166.74%-1140.1pp | 345.46%-318.8pp |
| Employer contribution / active EE | $838 | $3,119-73.1% | $2,303-63.6% | $4,764-82.4% |
| Participant deferral / active EE | $2,393 | $4,237-43.5% | $3,336-28.3% | $5,851-59.1% |
| Admin fee / account holder | $48 | $12,290-99.6% | $6,423-99.3% | $11,601-99.6% |