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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 | $2,400 | $100,868-97.6% | $90,414-97.3% | $158,931-98.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 60.95% | 1724.58%-1663.6pp | 1293.19%-1232.2pp | 302.86%-241.9pp |
| Employer contribution / active EE | $527 | $3,689-85.7% | $3,262-83.8% | $4,761-88.9% |
| Participant deferral / active EE | $954 | $4,348-78.0% | $3,963-75.9% | $5,982-84.0% |
| Admin fee / account holder | $6 | $6,502-99.9% | $5,611-99.9% | $11,247-99.9% |