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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 | $7,105 | $150,447-95.3% | $136,298-94.8% | $147,586-95.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.98% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,903 | $5,256-63.8% | $4,696-59.5% | $4,876-61.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $63 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |