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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 | $2,054 | $96,388-97.9% | $80,627-97.5% | $139,466-98.5% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 55.22% | 1352.08%-1296.9pp | 936.76%-881.5pp | 373.66%-318.4pp |
| Employer contribution / active EE | $1,418 | $3,260-56.5% | $2,723-47.9% | $4,754-70.2% |
| Participant deferral / active EE | $1,661 | $5,224-68.2% | $4,443-62.6% | $6,712-75.3% |
| Admin fee / account holder | $3 | $6,603-100.0% | $5,381-99.9% | $11,409-100.0% |