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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 | $5,880 | $144,130-95.9% | $117,861-95.0% | $147,586-96.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 46.00% | 531.20%-485.2pp | 335.11%-289.1pp | 578.59%-532.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,329 | $5,316+0.2% | $4,482+18.9% | $5,439-2.0% |
| Admin fee / account holder | $34 | $10,887-99.7% | $8,021-99.6% | $10,886-99.7% |