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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 | $5,298 | $108,695-95.1% | $74,722-92.9% | $152,897-96.5% |
| Participation rate | 85.7% | 65.4%+20.4pp | 54.5%+31.3pp | 82.5%+3.3pp |
| Annual return | 85.25% | 114.11%-28.9pp | 753.11%-667.9pp | 345.43%-260.2pp |
| Employer contribution / active EE | $396 | $1,504-73.7% | $1,084-63.5% | $4,764-91.7% |
| Participant deferral / active EE | $3,270 | $2,712+20.6% | $1,963+66.6% | $5,851-44.1% |
| Admin fee / account holder | $24 | $4,906-99.5% | $3,335-99.3% | $11,599-99.8% |