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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 | $6,132 | $96,388-93.6% | $80,627-92.4% | $139,466-95.6% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 120.58% | 1352.08%-1231.5pp | 936.76%-816.2pp | 373.66%-253.1pp |
| Employer contribution / active EE | $1,155 | $3,260-64.6% | $2,723-57.6% | $4,754-75.7% |
| Participant deferral / active EE | $1,484 | $5,224-71.6% | $4,443-66.6% | $6,712-77.9% |
| Admin fee / account holder | $14 | $6,603-99.8% | $5,381-99.7% | $11,409-99.9% |