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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 | $16,533 | $85,766-80.7% | $136,298-87.9% | $70,126-76.4% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 127.45% | 31.46%+96.0pp | 5156.27%-5028.8pp | 73.15%+54.3pp |
| Employer contribution / active EE | $1,790 | $2,966-39.6% | $4,696-61.9% | $2,343-23.6% |
| Participant deferral / active EE | $4,465 | $5,051-11.6% | $6,247-28.5% | $3,332+34.0% |
| Admin fee / account holder | $17 | $5,421-99.7% | $9,244-99.8% | $4,645-99.6% |