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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 | $8,340 | $53,127-84.3% | $86,597-90.4% | $70,131-88.1% |
| Participation rate | 97.0% | 65.3%+31.7pp | 73.5%+23.4pp | 69.5%+27.4pp |
| Annual return | 586.67% | 27.66%+559.0pp | 964.96%-378.3pp | 73.14%+513.5pp |
| Employer contribution / active EE | $3,024 | $2,068+46.2% | $2,840+6.5% | $2,342+29.1% |
| Participant deferral / active EE | $4,235 | $2,696+57.1% | $3,609+17.4% | $3,332+27.1% |
| Admin fee / account holder | $284 | $3,585-92.1% | $4,906-94.2% | $4,645-93.9% |