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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 | $6,177 | $69,541-91.1% | $59,899-89.7% | $135,380-95.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 30727.00% | 7.95%+30719.1pp | 3.46%+30723.5pp | 519.81%+30207.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,242 | $4,206+0.9% | $3,402+24.7% | $5,609-24.4% |
| Admin fee / account holder | $140 | $5,737-97.6% | $3,592-96.1% | $10,828-98.7% |