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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 | $6,932 | $176,688-96.1% | $130,660-94.7% | $152,909-95.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 34.93% | 2693.08%-2658.2pp | 1709.29%-1674.4pp | 345.46%-310.5pp |
| Employer contribution / active EE | $1,414 | $5,743-75.4% | $4,092-65.5% | $4,764-70.3% |
| Participant deferral / active EE | $1,933 | $4,362-55.7% | $3,603-46.3% | $5,851-67.0% |
| Admin fee / account holder | $70 | $7,131-99.0% | $5,463-98.7% | $11,601-99.4% |