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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 | $8,005 | $150,412-94.7% | $120,574-93.4% | $145,884-94.5% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 69.23% | 154.50%-85.3pp | 107.42%-38.2pp | 551.85%-482.6pp |
| Employer contribution / active EE | $1,503 | $4,355-65.5% | $3,471-56.7% | $4,662-67.8% |
| Participant deferral / active EE | $5,132 | $6,175-16.9% | $4,996+2.7% | $6,690-23.3% |
| Admin fee / account holder | $44 | $12,224-99.6% | $9,445-99.5% | $13,392-99.7% |