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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 | $2,870 | $104,953-97.3% | $84,637-96.6% | $152,909-98.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 160.98% | 373.94%-213.0pp | 258.82%-97.8pp | 345.46%-184.5pp |
| Employer contribution / active EE | $1,053 | $3,304-68.1% | $2,653-60.3% | $4,764-77.9% |
| Participant deferral / active EE | $1,550 | $4,691-67.0% | $3,900-60.3% | $5,851-73.5% |
| Admin fee / account holder | $12 | $6,244-99.8% | $4,914-99.8% | $11,601-99.9% |