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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 | $6,762 | $106,008-93.6% | $92,240-92.7% | $147,586-95.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 514.31% | 50.05%+464.3pp | 176.29%+338.0pp | 578.59%-64.3pp |
| Employer contribution / active EE | $2,696 | $4,333-37.8% | $3,680-26.7% | $4,876-44.7% |
| Participant deferral / active EE | $3,370 | $4,478-24.7% | $3,897-13.5% | $5,439-38.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |