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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 | $8,773 | $109,863-92.0% | $98,477-91.1% | $167,518-94.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 242.30% | 1958.09%-1715.8pp | 1493.59%-1251.3pp | 478.71%-236.4pp |
| Employer contribution / active EE | $2,221 | $3,225-31.1% | $2,961-25.0% | $4,838-54.1% |
| Participant deferral / active EE | $5,834 | $4,673+24.8% | $4,276+36.4% | $6,342-8.0% |
| Admin fee / account holder | $25 | $6,755-99.6% | $5,951-99.6% | $12,312-99.8% |