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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 | $4,376 | $96,678-95.5% | $86,640-94.9% | $139,466-96.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 55.26% | 106.69%-51.4pp | 592.52%-537.3pp | 373.66%-318.4pp |
| Employer contribution / active EE | $1,768 | $3,265-45.9% | $3,024-41.6% | $4,754-62.8% |
| Participant deferral / active EE | $2,725 | $4,837-43.7% | $4,438-38.6% | $6,712-59.4% |
| Admin fee / account holder | $97 | $6,410-98.5% | $5,616-98.3% | $11,409-99.2% |