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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 | $1,168 | $81,763-98.6% | $58,561-98.0% | $139,466-99.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 65.68% | 7427.77%-7362.1pp | 4251.33%-4185.6pp | 373.66%-308.0pp |
| Employer contribution / active EE | $406 | $1,398-71.0% | $1,053-61.5% | $4,754-91.5% |
| Participant deferral / active EE | $482 | $2,555-81.2% | $1,923-75.0% | $6,712-92.8% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |