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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 | $7,596 | $114,093-93.3% | $96,171-92.1% | $167,536-95.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 21.21% | 190.00%-168.8pp | 192.04%-170.8pp | 478.82%-457.6pp |
| Employer contribution / active EE | $2,313 | $3,429-32.6% | $2,799-17.4% | $4,839-52.2% |
| Participant deferral / active EE | $2,262 | $5,197-56.5% | $4,350-48.0% | $6,342-64.3% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |