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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 | $8,315 | $108,701-92.4% | $74,723-88.9% | $152,909-94.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 58.55% | 114.12%-55.6pp | 753.18%-694.6pp | 345.46%-286.9pp |
| Employer contribution / active EE | $990 | $1,504-34.2% | $1,084-8.7% | $4,764-79.2% |
| Participant deferral / active EE | $5,888 | $2,709+117.4% | $1,962+200.2% | $5,851+0.6% |
| Admin fee / account holder | $36 | $4,906-99.3% | $3,335-98.9% | $11,601-99.7% |