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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 | $5,105 | $91,037-94.4% | $71,671-92.9% | $147,586-96.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 122.15% | 20.48%+101.7pp | 20.65%+101.5pp | 578.59%-456.4pp |
| Employer contribution / active EE | $613 | $3,327-81.6% | $2,460-75.1% | $4,876-87.4% |
| Participant deferral / active EE | $3,499 | $4,498-22.2% | $3,438+1.8% | $5,439-35.7% |
| Admin fee / account holder | $26 | $8,613-99.7% | $5,558-99.5% | $10,886-99.8% |