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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 | $5,516 | $99,995-94.5% | $85,063-93.5% | $145,978-96.2% |
| Participation rate | 76.5% | 74.1%+2.4pp | 67.5%+9.0pp | 80.3%-3.8pp |
| Annual return | 283.33% | 83.99%+199.3pp | 66.54%+216.8pp | 550.52%-267.2pp |
| Employer contribution / active EE | $1,009 | $3,231-68.8% | $2,727-63.0% | $4,662-78.3% |
| Participant deferral / active EE | $2,067 | $5,295-61.0% | $4,523-54.3% | $6,690-69.1% |
| Admin fee / account holder | $240 | $7,255-96.7% | $6,155-96.1% | $13,400-98.2% |