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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 | $8,361 | $85,766-90.3% | $136,297-93.9% | $70,131-88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 60.40% | 31.45%+28.9pp | 5156.16%-5095.8pp | 73.14%-12.7pp |
| Employer contribution / active EE | $2,795 | $2,966-5.8% | $4,696-40.5% | $2,342+19.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |