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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 | $4,261 | $49,177-91.3% | $79,467-94.6% | $64,173-93.4% |
| Participation rate | 93.9% | 65.0%+28.8pp | 73.3%+20.5pp | 69.6%+24.3pp |
| Annual return | 5035.15% | -1.16%+5036.3pp | 718.30%+4316.8pp | 7.63%+5027.5pp |
| Employer contribution / active EE | $1,312 | $2,076-36.8% | $2,800-53.1% | $2,381-44.9% |
| Participant deferral / active EE | $1,672 | $2,821-40.7% | $3,704-54.8% | $3,470-51.8% |
| Admin fee / account holder | $207 | $3,839-94.6% | $5,104-96.0% | $4,887-95.8% |