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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 | $7,239 | $104,953-93.1% | $84,637-91.4% | $152,909-95.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.29% | 373.94%-352.7pp | 258.82%-237.5pp | 345.46%-324.2pp |
| Employer contribution / active EE | $2,319 | $3,304-29.8% | $2,653-12.6% | $4,764-51.3% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $140 | $6,244-97.8% | $4,914-97.2% | $11,601-98.8% |