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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 | $6,338 | $96,691-93.4% | $86,656-92.7% | $139,487-95.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.51% | 106.87%-80.4pp | 593.09%-566.6pp | 373.84%-347.3pp |
| Employer contribution / active EE | $1,278 | $3,267-60.9% | $3,025-57.7% | $4,755-73.1% |
| Participant deferral / active EE | $2,109 | $4,838-56.4% | $4,439-52.5% | $6,713-68.6% |
| Admin fee / account holder | $43 | $6,414-99.3% | $5,619-99.2% | $11,407-99.6% |