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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 | $7,065 | $156,970-95.5% | $121,210-94.2% | $139,487-94.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 33.18% | 1477.10%-1443.9pp | 987.41%-954.2pp | 373.84%-340.7pp |
| Employer contribution / active EE | $5,328 | $5,546-3.9% | $4,171+27.7% | $4,755+12.1% |
| Participant deferral / active EE | $2,738 | $4,849-43.5% | $4,084-32.9% | $6,713-59.2% |
| Admin fee / account holder | $60 | $6,947-99.1% | $5,647-98.9% | $11,407-99.5% |