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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 | $7,794 | $73,546-89.4% | $63,018-87.6% | $147,586-94.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.17% | 175.56%-157.4pp | 87.62%-69.5pp | 578.59%-560.4pp |
| Employer contribution / active EE | $843 | $3,324-74.6% | $2,761-69.5% | $4,876-82.7% |
| Participant deferral / active EE | $843 | $4,185-79.9% | $3,330-74.7% | $5,439-84.5% |
| Admin fee / account holder | $27 | $5,956-99.5% | $3,601-99.3% | $10,886-99.8% |