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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 | $5,311 | $114,073-95.3% | $96,161-94.5% | $167,518-96.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 37.29% | 189.95%-152.7pp | 192.01%-154.7pp | 478.71%-441.4pp |
| Employer contribution / active EE | $1,621 | $3,428-52.7% | $2,798-42.1% | $4,838-66.5% |
| Participant deferral / active EE | $2,771 | $5,195-46.7% | $4,349-36.3% | $6,342-56.3% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |