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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 | $5,663 | $109,344-94.8% | $89,400-93.7% | $158,950-96.4% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.0%+16.2pp | 82.0%+2.2pp |
| Annual return | 96.72% | 345.73%-249.0pp | 245.64%-148.9pp | 302.91%-206.2pp |
| Employer contribution / active EE | $1,446 | $3,170-54.4% | $2,586-44.1% | $4,762-69.6% |
| Participant deferral / active EE | $2,593 | $4,599-43.6% | $3,890-33.3% | $5,983-56.7% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |