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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 | $5,063 | $57,312-91.2% | $86,617-94.2% | $75,181-93.3% |
| Participation rate | 85.2% | 63.2%+22.0pp | 71.7%+13.5pp | 67.2%+18.0pp |
| Annual return | 96.27% | 2672.78%-2576.5pp | 591.91%-495.6pp | 160.69%-64.4pp |
| Employer contribution / active EE | $711 | $2,315-69.3% | $3,023-76.5% | $2,671-73.4% |
| Participant deferral / active EE | $2,018 | $3,319-39.2% | $4,437-54.5% | $4,126-51.1% |
| Admin fee / account holder | $263 | $4,114-93.6% | $5,613-95.3% | $5,650-95.3% |