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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 | $6,100 | $99,031-93.8% | $86,597-93.0% | $147,585-95.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 46.98% | 1312.56%-1265.6pp | 964.96%-918.0pp | 578.57%-531.6pp |
| Employer contribution / active EE | $2,159 | $3,132-31.1% | $2,840-24.0% | $4,876-55.7% |
| Participant deferral / active EE | $3,313 | $3,972-16.6% | $3,609-8.2% | $5,439-39.1% |
| Admin fee / account holder | $36 | $5,711-99.4% | $4,906-99.3% | $10,885-99.7% |