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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 | $2,573 | $176,786-98.5% | $146,643-98.2% | $167,536-98.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 194.68% | 24.04%+170.6pp | 22.75%+171.9pp | 478.82%-284.1pp |
| Employer contribution / active EE | $1,050 | $5,161-79.7% | $4,137-74.6% | $4,839-78.3% |
| Participant deferral / active EE | $2,671 | $6,440-58.5% | $5,506-51.5% | $6,342-57.9% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |