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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 | $6,366 | $100,901-93.7% | $75,501-91.6% | $147,586-95.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 1364.55% | 35.78%+1328.8pp | 27.35%+1337.2pp | 578.59%+786.0pp |
| Employer contribution / active EE | $506 | $3,253-84.5% | $2,352-78.5% | $4,876-89.6% |
| Participant deferral / active EE | $1,373 | $4,027-65.9% | $3,142-56.3% | $5,439-74.7% |
| Admin fee / account holder | $207 | $11,285-98.2% | $5,801-96.4% | $10,886-98.1% |