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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 | $5,678 | $156,927-96.4% | $121,169-95.3% | $139,456-95.9% |
| Participation rate | 91.7% | 76.4%+15.2pp | 69.5%+22.1pp | 80.3%+11.3pp |
| Annual return | 510.84% | 1475.85%-965.0pp | 986.71%-475.9pp | 373.45%+137.4pp |
| Employer contribution / active EE | $571 | $5,542-89.7% | $4,168-86.3% | $4,753-88.0% |
| Participant deferral / active EE | $1,971 | $4,848-59.3% | $4,083-51.7% | $6,711-70.6% |
| Admin fee / account holder | $9 | $6,946-99.9% | $5,645-99.8% | $11,407-99.9% |