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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 | $8,560 | $102,696-91.7% | $86,235-90.1% | $139,487-93.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.04% | 1925.91%-1903.9pp | 1170.03%-1148.0pp | 373.84%-351.8pp |
| Employer contribution / active EE | $1,232 | $3,034-59.4% | $2,381-48.3% | $4,755-74.1% |
| Participant deferral / active EE | $2,711 | $4,679-42.1% | $3,987-32.0% | $6,713-59.6% |
| Admin fee / account holder | $32 | $8,667-99.6% | $6,856-99.5% | $11,407-99.7% |