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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 | $8,586 | $65,555-86.9% | $86,216-90.0% | $75,173-88.6% |
| Participation rate | 93.1% | 60.5%+32.6pp | 69.0%+24.1pp | 67.2%+25.9pp |
| Annual return | 95.94% | 46.07%+49.9pp | 1169.42%-1073.5pp | 160.72%-64.8pp |
| Employer contribution / active EE | $2,819 | $1,553+81.5% | $2,382+18.4% | $2,671+5.6% |
| Participant deferral / active EE | $4,743 | $3,023+56.9% | $3,986+19.0% | $4,126+15.0% |
| Admin fee / account holder | $24 | $5,469-99.6% | $6,853-99.6% | $5,651-99.6% |