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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 | $4,516 | $102,595-95.6% | $94,057-95.2% | $154,746-97.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 39.82% | 583.42%-543.6pp | 480.62%-440.8pp | 172.34%-132.5pp |
| Employer contribution / active EE | $2,468 | $3,147-21.6% | $2,933-15.9% | $4,379-43.7% |
| Participant deferral / active EE | $2,521 | $5,118-50.8% | $4,709-46.5% | $6,730-62.6% |
| Admin fee / account holder | $22 | $7,736-99.7% | $7,244-99.7% | $14,365-99.8% |