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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 | $1,835 | $100,895-98.2% | $90,430-98.0% | $158,950-98.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 77.71% | 1725.54%-1647.8pp | 1293.73%-1216.0pp | 302.91%-225.2pp |
| Employer contribution / active EE | $731 | $3,689-80.2% | $3,262-77.6% | $4,762-84.7% |
| Participant deferral / active EE | $1,055 | $4,347-75.7% | $3,963-73.4% | $5,983-82.4% |
| Admin fee / account holder | $16 | $6,505-99.7% | $5,613-99.7% | $11,248-99.9% |