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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 | $6,771 | $81,696-91.7% | $70,494-90.4% | $158,982-95.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 41.10% | 208.70%-167.6pp | 109.16%-68.1pp | 302.99%-261.9pp |
| Employer contribution / active EE | $913 | $3,220-71.6% | $2,738-66.6% | $4,763-80.8% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $64 | $6,200-99.0% | $3,848-98.3% | $11,252-99.4% |