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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 | $15,556 | $185,225-91.6% | $142,898-89.1% | $167,553-90.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 8.63% | 8558.12%-8549.5pp | 5639.64%-5631.0pp | 478.89%-470.3pp |
| Employer contribution / active EE | $8,282 | $5,607+47.7% | $4,146+99.8% | $4,840+71.1% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $27 | $8,032-99.7% | $6,560-99.6% | $12,316-99.8% |