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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 | $8,468 | $144,130-94.1% | $117,861-92.8% | $147,586-94.3% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 70.77% | 531.20%-460.4pp | 335.11%-264.3pp | 578.59%-507.8pp |
| Employer contribution / active EE | $1,577 | $4,897-67.8% | $3,786-58.4% | $4,876-67.7% |
| Participant deferral / active EE | $3,033 | $5,316-43.0% | $4,482-32.3% | $5,439-44.2% |
| Admin fee / account holder | $181 | $10,887-98.3% | $8,021-97.7% | $10,886-98.3% |