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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 | $5,778 | $150,445-96.2% | $136,297-95.8% | $147,585-96.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 142.92% | 1049.14%-906.2pp | 5156.16%-5013.2pp | 578.57%-435.6pp |
| Employer contribution / active EE | $1,755 | $5,256-66.6% | $4,696-62.6% | $4,876-64.0% |
| Participant deferral / active EE | $3,551 | $6,631-46.4% | $6,247-43.2% | $5,439-34.7% |
| Admin fee / account holder | $9 | $10,906-99.9% | $9,244-99.9% | $10,885-99.9% |