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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 | $13,207 | $124,175-89.4% | $108,405-87.8% | $167,536-92.1% |
| Participation rate | 93.3% | 82.3%+11.0pp | 80.1%+13.2pp | 82.1%+11.2pp |
| Annual return | 229.39% | 1380.13%-1150.7pp | 905.55%-676.2pp | 478.82%-249.4pp |
| Employer contribution / active EE | $2,081 | $4,188-50.3% | $3,559-41.5% | $4,839-57.0% |
| Participant deferral / active EE | $4,533 | $6,908-34.4% | $6,563-30.9% | $6,342-28.5% |
| Admin fee / account holder | $8 | $9,457-99.9% | $7,297-99.9% | $12,315-99.9% |