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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 | $5,573 | $48,053-88.4% | $84,637-93.4% | $72,976-92.4% |
| Participation rate | 96.3% | 57.6%+38.7pp | 68.2%+28.1pp | 69.5%+26.8pp |
| Annual return | 2694.02% | 37.39%+2656.6pp | 258.82%+2435.2pp | 81.02%+2613.0pp |
| Employer contribution / active EE | $637 | $1,602-60.2% | $2,653-76.0% | $2,440-73.9% |
| Participant deferral / active EE | $1,000 | $2,681-62.7% | $3,900-74.4% | $3,608-72.3% |
| Admin fee / account holder | $18 | $3,395-99.5% | $4,914-99.6% | $5,124-99.6% |