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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 | $6,135 | $102,595-94.0% | $94,057-93.5% | $154,746-96.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.82% | 583.42%-558.6pp | 480.62%-455.8pp | 172.34%-147.5pp |
| Employer contribution / active EE | $795 | $3,147-74.7% | $2,933-72.9% | $4,379-81.8% |
| Participant deferral / active EE | $1,865 | $5,118-63.6% | $4,709-60.4% | $6,730-72.3% |
| Admin fee / account holder | $10 | $7,736-99.9% | $7,244-99.9% | $14,365-99.9% |