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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 | $4,140 | $77,419-94.7% | $69,461-94.0% | $152,885-97.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 357.49% | 39.07%+318.4pp | 28.97%+328.5pp | 345.39%+12.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,653 | $4,414-39.9% | $3,536-25.0% | $5,851-54.7% |
| Admin fee / account holder | $60 | $6,207-99.0% | $3,840-98.4% | $11,598-99.5% |