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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 | $7,724 | $99,009-92.2% | $86,581-91.1% | $147,585-94.8% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 705.18% | 1312.70%-607.5pp | 965.06%-259.9pp | 578.58%+126.6pp |
| Employer contribution / active EE | $1,096 | $3,132-65.0% | $2,840-61.4% | $4,876-77.5% |
| Participant deferral / active EE | $1,252 | $3,972-68.5% | $3,609-65.3% | $5,439-77.0% |
| Admin fee / account holder | $5 | $5,709-99.9% | $4,904-99.9% | $10,886-100.0% |