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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 | $5,865 | $102,663-94.3% | $86,216-93.2% | $139,466-95.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 88.28% | 1924.52%-1836.2pp | 1169.42%-1081.1pp | 373.66%-285.4pp |
| Employer contribution / active EE | $1,346 | $3,035-55.7% | $2,382-43.5% | $4,754-71.7% |
| Participant deferral / active EE | $3,916 | $4,677-16.3% | $3,986-1.8% | $6,712-41.7% |
| Admin fee / account holder | $160 | $8,663-98.2% | $6,853-97.7% | $11,409-98.6% |