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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 | $6,753 | $124,175-94.6% | $108,405-93.8% | $167,553-96.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 78.68% | 1380.13%-1301.5pp | 905.55%-826.9pp | 478.89%-400.2pp |
| Employer contribution / active EE | $2,287 | $4,188-45.4% | $3,559-35.7% | $4,840-52.7% |
| Participant deferral / active EE | $6,959 | $6,908+0.7% | $6,563+6.0% | $6,343+9.7% |
| Admin fee / account holder | $3 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |