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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 | $7,980 | $150,447-94.7% | $136,298-94.1% | $147,586-94.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 44.82% | 1049.15%-1004.3pp | 5156.27%-5111.4pp | 578.59%-533.8pp |
| Employer contribution / active EE | $1,769 | $5,256-66.3% | $4,696-62.3% | $4,876-63.7% |
| Participant deferral / active EE | $2,233 | $6,631-66.3% | $6,247-64.3% | $5,439-58.9% |
| Admin fee / account holder | $139 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |