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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 | $6,024 | $73,518-91.8% | $63,003-90.4% | $147,585-95.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 28.62% | 175.46%-146.8pp | 87.59%-59.0pp | 578.57%-550.0pp |
| Employer contribution / active EE | $1,713 | $3,322-48.4% | $2,760-37.9% | $4,876-64.9% |
| Participant deferral / active EE | $2,756 | $4,183-34.1% | $3,329-17.2% | $5,439-49.3% |
| Admin fee / account holder | $11 | $5,952-99.8% | $3,600-99.7% | $10,885-99.9% |