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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 | $21,587 | $171,867-87.4% | $149,721-85.6% | $147,586-85.4% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 36.13% | 2113.36%-2077.2pp | 1501.67%-1465.5pp | 578.59%-542.5pp |
| Employer contribution / active EE | $5,668 | $6,275-9.7% | $5,444+4.1% | $4,876+16.2% |
| Participant deferral / active EE | $7,259 | $7,270-0.1% | $6,568+10.5% | $5,439+33.5% |
| Admin fee / account holder | $155 | $13,799-98.9% | $11,282-98.6% | $10,886-98.6% |