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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 | $8,001 | $57,305-86.0% | $86,640-90.8% | $75,173-89.4% |
| Participation rate | 95.9% | 63.2%+32.7pp | 71.7%+24.2pp | 67.2%+28.7pp |
| Annual return | 61.49% | 2674.24%-2612.7pp | 592.52%-531.0pp | 160.72%-99.2pp |
| Employer contribution / active EE | $1,106 | $2,316-52.3% | $3,024-63.4% | $2,671-58.6% |
| Participant deferral / active EE | $1,719 | $3,320-48.2% | $4,438-61.3% | $4,126-58.3% |
| Admin fee / account holder | $5 | $4,116-99.9% | $5,616-99.9% | $5,651-99.9% |