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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 | $2,839 | $156,970-98.2% | $121,210-97.7% | $139,487-98.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 319.11% | 1477.10%-1158.0pp | 987.41%-668.3pp | 373.84%-54.7pp |
| Employer contribution / active EE | $1,200 | $5,546-78.4% | $4,171-71.2% | $4,755-74.8% |
| Participant deferral / active EE | $1,310 | $4,849-73.0% | $4,084-67.9% | $6,713-80.5% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |