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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 | $2,815 | $185,225-98.5% | $142,898-98.0% | $167,536-98.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 24.30% | 8558.12%-8533.8pp | 5639.64%-5615.3pp | 478.82%-454.5pp |
| Employer contribution / active EE | $1,652 | $5,607-70.5% | $4,146-60.1% | $4,839-65.9% |
| Participant deferral / active EE | $264 | $4,496-94.1% | $3,838-93.1% | $6,342-95.8% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |