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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 | $2,400 | $100,938-97.6% | $90,461-97.3% | $158,982-98.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 60.95% | 1727.20%-1666.3pp | 1294.76%-1233.8pp | 302.99%-242.0pp |
| Employer contribution / active EE | $527 | $3,691-85.7% | $3,264-83.9% | $4,763-88.9% |
| Participant deferral / active EE | $954 | $4,350-78.1% | $3,964-75.9% | $5,983-84.1% |
| Admin fee / account holder | $6 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |