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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 | $8,608 | $96,123-91.0% | $77,361-88.9% | $198,609-95.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 38.69% | 2054.81%-2016.1pp | 1011.54%-972.9pp | 202.70%-164.0pp |
| Employer contribution / active EE | $2,517 | $3,791-33.6% | $2,990-15.8% | $5,055-50.2% |
| Participant deferral / active EE | $3,291 | $4,975-33.8% | $3,911-15.8% | $6,977-52.8% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |