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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 | $4,892 | $114,073-95.7% | $96,161-94.9% | $167,518-97.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 591.08% | 189.95%+401.1pp | 192.01%+399.1pp | 478.71%+112.4pp |
| Employer contribution / active EE | $326 | $3,428-90.5% | $2,798-88.4% | $4,838-93.3% |
| Participant deferral / active EE | $1,886 | $5,195-63.7% | $4,349-56.6% | $6,342-70.3% |
| Admin fee / account holder | $3 | $6,899-100.0% | $5,538-99.9% | $12,312-100.0% |