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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 | $5,741 | $100,938-94.3% | $90,461-93.7% | $158,982-96.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 905.21% | 1727.20%-822.0pp | 1294.76%-389.6pp | 302.99%+602.2pp |
| Employer contribution / active EE | $1,202 | $3,691-67.4% | $3,264-63.2% | $4,763-74.8% |
| Participant deferral / active EE | $1,364 | $4,350-68.6% | $3,964-65.6% | $5,983-77.2% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |