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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 | $6,156 | $99,995-93.8% | $85,063-92.8% | $145,978-95.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 66.28% | 83.99%-17.7pp | 66.54%-0.3pp | 550.52%-484.2pp |
| Employer contribution / active EE | $2,579 | $3,231-20.2% | $2,727-5.4% | $4,662-44.7% |
| Participant deferral / active EE | $3,537 | $5,295-33.2% | $4,523-21.8% | $6,690-47.1% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |