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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 | $5,053 | $96,678-94.8% | $86,640-94.2% | $139,466-96.4% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.8pp |
| Annual return | 47.91% | 106.69%-58.8pp | 592.52%-544.6pp | 373.66%-325.8pp |
| Employer contribution / active EE | $907 | $3,265-72.2% | $3,024-70.0% | $4,754-80.9% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |