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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 | $2,360 | $100,911-97.7% | $90,440-97.4% | $158,966-98.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 88.93% | 1726.62%-1637.7pp | 1294.38%-1205.4pp | 302.95%-214.0pp |
| Employer contribution / active EE | $860 | $3,690-76.7% | $3,263-73.6% | $4,762-81.9% |
| Participant deferral / active EE | $1,288 | $4,348-70.4% | $3,964-67.5% | $5,983-78.5% |
| Admin fee / account holder | $5 | $6,507-99.9% | $5,615-99.9% | $11,250-100.0% |