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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 | $6,399 | $101,063-93.7% | $81,473-92.1% | $147,586-95.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 102.83% | 32.41%+70.4pp | 38.78%+64.0pp | 578.59%-475.8pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $645 | $4,242-84.8% | $3,537-81.8% | $5,439-88.1% |
| Admin fee / account holder | $16 | $5,812-99.7% | $4,561-99.6% | $10,886-99.9% |