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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 | $6,661 | $109,863-93.9% | $98,477-93.2% | $167,518-96.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.18% | 1958.09%-1933.9pp | 1493.59%-1469.4pp | 478.71%-454.5pp |
| Employer contribution / active EE | $1,987 | $3,225-38.4% | $2,961-32.9% | $4,838-58.9% |
| Participant deferral / active EE | $4,005 | $4,673-14.3% | $4,276-6.3% | $6,342-36.8% |
| Admin fee / account holder | $28 | $6,755-99.6% | $5,951-99.5% | $12,312-99.8% |