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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 | $5,211 | $100,895-94.8% | $90,430-94.2% | $158,950-96.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.6pp | 82.0%+13.3pp |
| Annual return | 790.56% | 1725.54%-935.0pp | 1293.73%-503.2pp | 302.91%+487.6pp |
| Employer contribution / active EE | $1,626 | $3,689-55.9% | $3,262-50.1% | $4,762-65.8% |
| Participant deferral / active EE | $3,191 | $4,347-26.6% | $3,963-19.5% | $5,983-46.7% |
| Admin fee / account holder | $136 | $6,505-97.9% | $5,613-97.6% | $11,248-98.8% |