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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 | $5,445 | $129,476-95.8% | $93,515-94.2% | $158,982-96.6% |
| Participation rate | 71.4% | 71.0%+0.4pp | 66.8%+4.6pp | 82.0%-10.5pp |
| Annual return | 58.60% | 118.56%-60.0pp | 78.21%-19.6pp | 302.99%-244.4pp |
| Employer contribution / active EE | $868 | $2,717-68.1% | $2,077-58.2% | $4,763-81.8% |
| Participant deferral / active EE | $1,492 | $3,916-61.9% | $3,129-52.3% | $5,983-75.1% |
| Admin fee / account holder | $16 | $7,396-99.8% | $5,235-99.7% | $11,252-99.9% |