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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 | $10,024 | $82,630-87.9% | $64,105-84.4% | $125,388-92.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 709.04% | 1489.72%-780.7pp | 791.24%-82.2pp | 282.24%+426.8pp |
| Employer contribution / active EE | $1,230 | $2,671-54.0% | $1,820-32.4% | $4,866-74.7% |
| Participant deferral / active EE | $1,810 | $3,608-49.9% | $2,822-35.9% | $5,352-66.2% |
| Admin fee / account holder | $80 | $6,382-98.7% | $4,499-98.2% | $9,541-99.2% |