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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 | $5,223 | $78,694-93.4% | $67,653-92.3% | $125,388-95.8% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.0pp | 83.2%+2.5pp |
| Annual return | 130.97% | 9.46%+121.5pp | 6625.22%-6494.2pp | 282.24%-151.3pp |
| Employer contribution / active EE | $1,297 | $3,044-57.4% | $2,266-42.8% | $4,866-73.3% |
| Participant deferral / active EE | $1,772 | $4,292-58.7% | $3,560-50.2% | $5,352-66.9% |
| Admin fee / account holder | $193 | $7,403-97.4% | $4,821-96.0% | $9,541-98.0% |