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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 | $8,500 | $99,009-91.4% | $86,581-90.2% | $147,585-94.2% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 33.43% | 1312.70%-1279.3pp | 965.06%-931.6pp | 578.58%-545.2pp |
| Employer contribution / active EE | $1,291 | $3,132-58.8% | $2,840-54.6% | $4,876-73.5% |
| Participant deferral / active EE | $3,296 | $3,972-17.0% | $3,609-8.7% | $5,439-39.4% |
| Admin fee / account holder | $88 | $5,709-98.5% | $4,904-98.2% | $10,886-99.2% |