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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 | $6,109 | $123,793-95.1% | $177,848-96.6% | $79,856-92.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 315.27% | 22.82%+292.5pp | 48.33%+266.9pp | 31.71%+283.6pp |
| Employer contribution / active EE | $1,667 | $4,095-59.3% | $5,919-71.8% | $2,471-32.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |