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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 | $14,303 | $56,197-74.5% | $67,652-78.9% | $59,633-76.0% |
| Participation rate | 97.7% | 71.5%+26.2pp | 75.7%+22.0pp | 68.7%+29.0pp |
| Annual return | 1958.77% | 18508.10%-16549.3pp | 6625.40%-4666.6pp | 2041.45%-82.7pp |
| Employer contribution / active EE | $1,544 | $1,615-4.4% | $2,266-31.8% | $2,203-29.9% |
| Participant deferral / active EE | $2,857 | $2,844+0.5% | $3,560-19.7% | $3,192-10.5% |
| Admin fee / account holder | $253 | $3,958-93.6% | $4,821-94.8% | $4,297-94.1% |