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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 | $2,787 | $100,911-97.2% | $90,440-96.9% | $158,966-98.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 95.30% | 1726.62%-1631.3pp | 1294.38%-1199.1pp | 302.95%-207.7pp |
| Employer contribution / active EE | $818 | $3,690-77.8% | $3,263-74.9% | $4,762-82.8% |
| Participant deferral / active EE | $1,208 | $4,348-72.2% | $3,964-69.5% | $5,983-79.8% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |