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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 | $6,111 | $100,895-93.9% | $90,430-93.2% | $158,950-96.2% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 3064.55% | 1725.54%+1339.0pp | 1293.73%+1770.8pp | 302.91%+2761.6pp |
| Employer contribution / active EE | $1,473 | $3,689-60.1% | $3,262-54.8% | $4,762-69.1% |
| Participant deferral / active EE | $3,397 | $4,347-21.9% | $3,963-14.3% | $5,983-43.2% |
| Admin fee / account holder | $26 | $6,505-99.6% | $5,613-99.5% | $11,248-99.8% |