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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 | $3,890 | $185,199-97.9% | $142,874-97.3% | $167,518-97.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 31.50% | 8556.90%-8525.4pp | 5638.58%-5607.1pp | 478.71%-447.2pp |
| Employer contribution / active EE | $549 | $5,606-90.2% | $4,145-86.8% | $4,838-88.7% |
| Participant deferral / active EE | $2,013 | $4,495-55.2% | $3,838-47.6% | $6,342-68.3% |
| Admin fee / account holder | $88 | $8,031-98.9% | $6,561-98.7% | $12,312-99.3% |