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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 | $5,641 | $100,911-94.4% | $90,440-93.8% | $158,966-96.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 39.85% | 1726.62%-1686.8pp | 1294.38%-1254.5pp | 302.95%-263.1pp |
| Employer contribution / active EE | $992 | $3,690-73.1% | $3,263-69.6% | $4,762-79.2% |
| Participant deferral / active EE | $1,655 | $4,348-61.9% | $3,964-58.2% | $5,983-72.3% |
| Admin fee / account holder | $51 | $6,507-99.2% | $5,615-99.1% | $11,250-99.5% |