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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 | $4,057 | $96,678-95.8% | $86,640-95.3% | $139,466-97.1% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 60.27% | 106.69%-46.4pp | 592.52%-532.2pp | 373.66%-313.4pp |
| Employer contribution / active EE | $2,918 | $3,265-10.7% | $3,024-3.5% | $4,754-38.6% |
| Participant deferral / active EE | $3,106 | $4,837-35.8% | $4,438-30.0% | $6,712-53.7% |
| Admin fee / account holder | $122 | $6,410-98.1% | $5,616-97.8% | $11,409-98.9% |