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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 | $8,466 | $48,327-82.5% | $67,575-87.5% | $80,935-89.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 67.58% | 18.31%+49.3pp | 3528.98%-3461.4pp | 35.66%+31.9pp |
| Employer contribution / active EE | $2,305 | $2,022+14.0% | $2,736-15.7% | $2,757-16.4% |
| Participant deferral / active EE | $4,480 | $2,927+53.0% | $4,003+11.9% | $4,299+4.2% |
| Admin fee / account holder | $71 | $3,692-98.1% | $3,993-98.2% | $6,924-99.0% |