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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 | $5,774 | $176,688-96.7% | $130,660-95.6% | $152,897-96.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 28.20% | 2693.08%-2664.9pp | 1709.29%-1681.1pp | 345.43%-317.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,293 | $4,362-24.5% | $3,603-8.6% | $5,851-43.7% |
| Admin fee / account holder | $16 | $7,131-99.8% | $5,463-99.7% | $11,599-99.9% |