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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 | $7,733 | $102,663-92.5% | $86,216-91.0% | $139,466-94.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.12% | 1924.52%-1900.4pp | 1169.42%-1145.3pp | 373.66%-349.5pp |
| Employer contribution / active EE | $961 | $3,035-68.3% | $2,382-59.6% | $4,754-79.8% |
| Participant deferral / active EE | $1,538 | $4,677-67.1% | $3,986-61.4% | $6,712-77.1% |
| Admin fee / account holder | $34 | $8,663-99.6% | $6,853-99.5% | $11,409-99.7% |