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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 | $19,644 | $68,394-71.3% | $94,672-79.3% | $75,177-73.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 88.85% | 616.92%-528.1pp | 156.89%-68.0pp | 160.75%-71.9pp |
| Employer contribution / active EE | $4,338 | $2,701+60.6% | $3,673+18.1% | $2,671+62.4% |
| Participant deferral / active EE | $7,147 | $6,536+9.3% | $7,417-3.7% | $4,126+73.2% |
| Admin fee / account holder | $19 | $5,326-99.6% | $7,222-99.7% | $5,651-99.7% |