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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 | $3,090 | $108,685-97.2% | $74,719-95.9% | $152,885-98.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 35.15% | 114.09%-78.9pp | 753.05%-717.9pp | 345.39%-310.2pp |
| Employer contribution / active EE | $1,019 | $1,504-32.3% | $1,084-6.0% | $4,763-78.6% |
| Participant deferral / active EE | $1,307 | $2,712-51.8% | $1,963-33.4% | $5,851-77.7% |
| Admin fee / account holder | $16 | $4,905-99.7% | $3,334-99.5% | $11,598-99.9% |