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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 | $5,152 | $95,415-94.6% | $185,851-97.2% | $85,851-94.0% |
| Participation rate | 94.2% | 68.8%+25.4pp | 81.7%+12.5pp | 69.3%+24.9pp |
| Annual return | 70.45% | 23.59%+46.9pp | 122.11%-51.7pp | 318.63%-248.2pp |
| Employer contribution / active EE | $1,480 | $3,314-55.3% | $5,168-71.4% | $2,565-42.3% |
| Participant deferral / active EE | $2,223 | $3,424-35.1% | $5,569-60.1% | $3,952-43.8% |
| Admin fee / account holder | $17 | $7,215-99.8% | $16,245-99.9% | $6,261-99.7% |