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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 | $8,696 | $99,009-91.2% | $86,581-90.0% | $147,585-94.1% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 29.37% | 1312.70%-1283.3pp | 965.06%-935.7pp | 578.58%-549.2pp |
| Employer contribution / active EE | $1,562 | $3,132-50.1% | $2,840-45.0% | $4,876-68.0% |
| Participant deferral / active EE | $2,559 | $3,972-35.6% | $3,609-29.1% | $5,439-52.9% |
| Admin fee / account holder | $24 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |