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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 | $7,229 | $156,970-95.4% | $121,210-94.0% | $139,487-94.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.16% | 1477.10%-1464.9pp | 987.41%-975.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $2,047 | $5,546-63.1% | $4,171-50.9% | $4,755-57.0% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $24 | $6,947-99.7% | $5,647-99.6% | $11,407-99.8% |