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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 | $3,543 | $121,656-97.1% | $104,614-96.6% | $158,950-97.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 279.33% | 465.51%-186.2pp | 340.56%-61.2pp | 302.91%-23.6pp |
| Employer contribution / active EE | $1,379 | $3,164-56.4% | $2,681-48.6% | $4,762-71.0% |
| Participant deferral / active EE | $2,853 | $4,177-31.7% | $3,739-23.7% | $5,983-52.3% |
| Admin fee / account holder | $17 | $7,775-99.8% | $6,464-99.7% | $11,248-99.9% |