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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 | $5,788 | $96,388-94.0% | $80,627-92.8% | $139,466-95.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 37.47% | 1352.08%-1314.6pp | 936.76%-899.3pp | 373.66%-336.2pp |
| Employer contribution / active EE | $1,248 | $3,260-61.7% | $2,723-54.2% | $4,754-73.7% |
| Participant deferral / active EE | $1,655 | $5,224-68.3% | $4,443-62.8% | $6,712-75.3% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |