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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 | $3,755 | $96,678-96.1% | $86,640-95.7% | $139,466-97.3% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 34.73% | 106.69%-72.0pp | 592.52%-557.8pp | 373.66%-338.9pp |
| Employer contribution / active EE | $1,199 | $3,265-63.3% | $3,024-60.3% | $4,754-74.8% |
| Participant deferral / active EE | $1,547 | $4,837-68.0% | $4,438-65.1% | $6,712-76.9% |
| Admin fee / account holder | $12 | $6,410-99.8% | $5,616-99.8% | $11,409-99.9% |