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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 | $7,621 | $73,518-89.6% | $63,003-87.9% | $147,585-94.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 70.07% | 175.46%-105.4pp | 87.59%-17.5pp | 578.57%-508.5pp |
| Employer contribution / active EE | $2,595 | $3,322-21.9% | $2,760-6.0% | $4,876-46.8% |
| Participant deferral / active EE | $4,147 | $4,183-0.9% | $3,329+24.6% | $5,439-23.7% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |