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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 | $5,541 | $100,895-94.5% | $90,430-93.9% | $158,950-96.5% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.7%+12.3pp | 82.0%+3.0pp |
| Annual return | 126.19% | 1725.54%-1599.4pp | 1293.73%-1167.5pp | 302.91%-176.7pp |
| Employer contribution / active EE | $1,562 | $3,689-57.6% | $3,262-52.1% | $4,762-67.2% |
| Participant deferral / active EE | $2,438 | $4,347-43.9% | $3,963-38.5% | $5,983-59.3% |
| Admin fee / account holder | $111 | $6,505-98.3% | $5,613-98.0% | $11,248-99.0% |