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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 | $5,814 | $114,073-94.9% | $96,161-94.0% | $167,518-96.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 58.72% | 189.95%-131.2pp | 192.01%-133.3pp | 478.71%-420.0pp |
| Employer contribution / active EE | $1,407 | $3,428-59.0% | $2,798-49.7% | $4,838-70.9% |
| Participant deferral / active EE | $5,175 | $5,195-0.4% | $4,349+19.0% | $6,342-18.4% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |