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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 | $2,042 | $109,872-98.1% | $98,483-97.9% | $167,536-98.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.18% | 1959.31%-1940.1pp | 1494.38%-1475.2pp | 478.82%-459.6pp |
| Employer contribution / active EE | $1,533 | $3,225-52.5% | $2,961-48.2% | $4,839-68.3% |
| Participant deferral / active EE | $2,300 | $4,673-50.8% | $4,276-46.2% | $6,342-63.7% |
| Admin fee / account holder | $25 | $6,757-99.6% | $5,953-99.6% | $12,315-99.8% |