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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 | $5,580 | $99,031-94.4% | $86,597-93.6% | $147,585-96.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.16% | 1312.56%-1289.4pp | 964.96%-941.8pp | 578.57%-555.4pp |
| Employer contribution / active EE | $469 | $3,132-85.0% | $2,840-83.5% | $4,876-90.4% |
| Participant deferral / active EE | $804 | $3,972-79.8% | $3,609-77.7% | $5,439-85.2% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |