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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 | $8,434 | $185,225-95.4% | $142,898-94.1% | $167,536-95.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.19% | 8558.12%-8546.9pp | 5639.64%-5628.5pp | 478.82%-467.6pp |
| Employer contribution / active EE | $5,000 | $5,607-10.8% | $4,146+20.6% | $4,839+3.3% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $69 | $8,032-99.1% | $6,560-99.0% | $12,315-99.4% |