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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 | $2,190 | $118,708-98.2% | $98,920-97.8% | $158,982-98.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 55.59% | 372.49%-316.9pp | 196.47%-140.9pp | 302.99%-247.4pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,958 | $5,089-61.5% | $4,245-53.9% | $5,983-67.3% |
| Admin fee / account holder | $214 | $10,134-97.9% | $6,643-96.8% | $11,252-98.1% |