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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 | $5,495 | $156,963-96.5% | $121,204-95.5% | $139,466-96.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 34.64% | 1476.75%-1442.1pp | 987.18%-952.5pp | 373.66%-339.0pp |
| Employer contribution / active EE | $1,060 | $5,544-80.9% | $4,170-74.6% | $4,754-77.7% |
| Participant deferral / active EE | $1,815 | $4,848-62.6% | $4,083-55.5% | $6,712-73.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |