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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 | $5,439 | $150,446-96.4% | $136,297-96.0% | $147,585-96.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.34% | 1049.14%-1019.8pp | 5156.19%-5126.9pp | 578.58%-549.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,095 | $6,631-53.3% | $6,247-50.5% | $5,439-43.1% |
| Admin fee / account holder | $34 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |