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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 | $1,835 | $100,938-98.2% | $90,461-98.0% | $158,982-98.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 77.71% | 1727.20%-1649.5pp | 1294.76%-1217.1pp | 302.99%-225.3pp |
| Employer contribution / active EE | $731 | $3,691-80.2% | $3,264-77.6% | $4,763-84.7% |
| Participant deferral / active EE | $1,055 | $4,350-75.7% | $3,964-73.4% | $5,983-82.4% |
| Admin fee / account holder | $16 | $6,510-99.7% | $5,617-99.7% | $11,252-99.9% |