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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 | $3,722 | $100,938-96.3% | $90,461-95.9% | $158,982-97.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 115.01% | 1727.20%-1612.2pp | 1294.76%-1179.8pp | 302.99%-188.0pp |
| Employer contribution / active EE | $1,035 | $3,691-72.0% | $3,264-68.3% | $4,763-78.3% |
| Participant deferral / active EE | $2,486 | $4,350-42.8% | $3,964-37.3% | $5,983-58.5% |
| Admin fee / account holder | $11 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |