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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 | $104,520-89.3% | $76,823-85.4% | $152,885-92.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 26.67% | 1014.03%-987.4pp | 1166.42%-1139.7pp | 345.39%-318.7pp |
| Employer contribution / active EE | $838 | $3,117-73.1% | $2,302-63.6% | $4,763-82.4% |
| Participant deferral / active EE | $2,393 | $4,236-43.5% | $3,336-28.3% | $5,851-59.1% |
| Admin fee / account holder | $48 | $12,283-99.6% | $6,422-99.3% | $11,598-99.6% |