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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 | $150,207-94.7% | $120,380-93.3% | $145,978-94.5% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 69.23% | 154.28%-85.1pp | 107.28%-38.1pp | 550.52%-481.3pp |
| Employer contribution / active EE | $1,503 | $4,351-65.4% | $3,465-56.6% | $4,662-67.8% |
| Participant deferral / active EE | $5,132 | $6,175-16.9% | $4,992+2.8% | $6,690-23.3% |
| Admin fee / account holder | $44 | $12,203-99.6% | $9,421-99.5% | $13,400-99.7% |