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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 | $2,414 | $110,629-97.8% | $80,784-97.0% | $167,553-98.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.71% | 120.58%-101.9pp | 87.31%-68.6pp | 478.89%-460.2pp |
| Employer contribution / active EE | $786 | $1,543-49.0% | $1,160-32.2% | $4,840-83.8% |
| Participant deferral / active EE | $542 | $2,871-81.1% | $2,145-74.7% | $6,343-91.5% |
| Admin fee / account holder | $16 | $4,547-99.7% | $3,380-99.5% | $12,316-99.9% |