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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 | $6,032 | $97,732-93.8% | $83,831-92.8% | $135,380-95.5% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 356.90% | 1287.56%-930.7pp | 850.99%-494.1pp | 519.81%-162.9pp |
| Employer contribution / active EE | $758 | $4,222-82.0% | $3,631-79.1% | $4,779-84.1% |
| Participant deferral / active EE | $1,223 | $4,683-73.9% | $4,082-70.0% | $5,609-78.2% |
| Admin fee / account holder | $149 | $6,675-97.8% | $5,479-97.3% | $10,828-98.6% |