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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 | $4,787 | $99,011-95.2% | $86,582-94.5% | $147,586-96.8% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 567.98% | 1312.75%-744.8pp | 965.08%-397.1pp | 578.59%-10.6pp |
| Employer contribution / active EE | $798 | $3,132-74.5% | $2,839-71.9% | $4,876-83.6% |
| Participant deferral / active EE | $2,380 | $3,972-40.1% | $3,609-34.0% | $5,439-56.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |