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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 | $12,468 | $97,729-87.2% | $83,830-85.1% | $135,379-90.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 59.87% | 1287.52%-1227.6pp | 850.97%-791.1pp | 519.79%-459.9pp |
| Employer contribution / active EE | $2,303 | $4,222-45.5% | $3,631-36.6% | $4,779-51.8% |
| Participant deferral / active EE | $2,652 | $4,683-43.4% | $4,082-35.0% | $5,609-52.7% |
| Admin fee / account holder | $10 | $6,674-99.9% | $5,479-99.8% | $10,828-99.9% |