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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 | $8,305 | $99,011-91.6% | $86,582-90.4% | $147,586-94.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 52.01% | 1312.75%-1260.7pp | 965.08%-913.1pp | 578.59%-526.6pp |
| Employer contribution / active EE | $2,918 | $3,132-6.9% | $2,839+2.8% | $4,876-40.2% |
| Participant deferral / active EE | $2,771 | $3,972-30.2% | $3,609-23.2% | $5,439-49.1% |
| Admin fee / account holder | $42 | $5,709-99.3% | $4,904-99.2% | $10,886-99.6% |