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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 | $5,331 | $100,938-94.7% | $90,461-94.1% | $158,982-96.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.29% | 1727.20%-1702.9pp | 1294.76%-1270.5pp | 302.99%-278.7pp |
| Employer contribution / active EE | $1,361 | $3,691-63.1% | $3,264-58.3% | $4,763-71.4% |
| Participant deferral / active EE | $1,835 | $4,350-57.8% | $3,964-53.7% | $5,983-69.3% |
| Admin fee / account holder | $10 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |