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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 | $6,622 | $150,346-95.6% | $120,524-94.5% | $145,877-95.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.68% | 154.40%-135.7pp | 107.36%-88.7pp | 551.28%-532.6pp |
| Employer contribution / active EE | $1,162 | $4,353-73.3% | $3,469-66.5% | $4,663-75.1% |
| Participant deferral / active EE | $2,826 | $6,172-54.2% | $4,994-43.4% | $6,691-57.8% |
| Admin fee / account holder | $7 | $12,215-99.9% | $9,440-99.9% | $13,402-99.9% |