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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 | $1,342 | $156,963-99.1% | $121,204-98.9% | $139,466-99.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 55.97% | 1476.75%-1420.8pp | 987.18%-931.2pp | 373.66%-317.7pp |
| Employer contribution / active EE | $200 | $5,544-96.4% | $4,170-95.2% | $4,754-95.8% |
| Participant deferral / active EE | $1,400 | $4,848-71.1% | $4,083-65.7% | $6,712-79.1% |
| Admin fee / account holder | $234 | $6,953-96.6% | $5,651-95.9% | $11,409-97.9% |