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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 | $4,310 | $102,595-95.8% | $94,057-95.4% | $154,746-97.2% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 43.70% | 583.42%-539.7pp | 480.62%-436.9pp | 172.34%-128.6pp |
| Employer contribution / active EE | $2,386 | $3,147-24.2% | $2,933-18.6% | $4,379-45.5% |
| Participant deferral / active EE | $2,025 | $5,118-60.4% | $4,709-57.0% | $6,730-69.9% |
| Admin fee / account holder | $59 | $7,736-99.2% | $7,244-99.2% | $14,365-99.6% |