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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 | $4,557 | $96,643-95.3% | $86,617-94.7% | $139,456-96.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 31.48% | 106.57%-75.1pp | 591.91%-560.4pp | 373.45%-342.0pp |
| Employer contribution / active EE | $794 | $3,264-75.7% | $3,023-73.7% | $4,753-83.3% |
| Participant deferral / active EE | $2,364 | $4,835-51.1% | $4,437-46.7% | $6,711-64.8% |
| Admin fee / account holder | $11 | $6,406-99.8% | $5,613-99.8% | $11,407-99.9% |