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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 | $8,930 | $100,901-91.1% | $75,501-88.2% | $147,586-93.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 2579.47% | 35.78%+2543.7pp | 27.35%+2552.1pp | 578.59%+2000.9pp |
| Employer contribution / active EE | $1,048 | $3,253-67.8% | $2,352-55.4% | $4,876-78.5% |
| Participant deferral / active EE | $883 | $4,027-78.1% | $3,142-71.9% | $5,439-83.8% |
| Admin fee / account holder | $19 | $11,285-99.8% | $5,801-99.7% | $10,886-99.8% |