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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 | $2,769 | $156,927-98.2% | $121,169-97.7% | $139,456-98.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 79.98% | 1475.85%-1395.9pp | 986.71%-906.7pp | 373.45%-293.5pp |
| Employer contribution / active EE | $810 | $5,542-85.4% | $4,168-80.6% | $4,753-83.0% |
| Participant deferral / active EE | $845 | $4,848-82.6% | $4,083-79.3% | $6,711-87.4% |
| Admin fee / account holder | $2 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |