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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 | $11,620 | $96,123-87.9% | $77,361-85.0% | $198,609-94.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 23.50% | 2054.81%-2031.3pp | 1011.54%-988.0pp | 202.70%-179.2pp |
| Employer contribution / active EE | $1,226 | $3,791-67.7% | $2,990-59.0% | $5,055-75.7% |
| Participant deferral / active EE | $2,037 | $4,975-59.0% | $3,911-47.9% | $6,977-70.8% |
| Admin fee / account holder | $56 | $9,471-99.4% | $5,894-99.1% | $19,030-99.7% |