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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 | $10,623 | $82,630-87.1% | $64,105-83.4% | $125,389-91.5% |
| Participation rate | 70.6% | 75.9%-5.3pp | 68.2%+2.4pp | 83.2%-12.6pp |
| Annual return | 85.37% | 1489.72%-1404.4pp | 791.24%-705.9pp | 282.24%-196.9pp |
| Employer contribution / active EE | $977 | $2,671-63.4% | $1,820-46.3% | $4,866-79.9% |
| Participant deferral / active EE | $2,145 | $3,608-40.6% | $2,822-24.0% | $5,352-59.9% |
| Admin fee / account holder | $281 | $6,382-95.6% | $4,499-93.8% | $9,541-97.1% |