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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 | $19,234 | $209,422-90.8% | $178,503-89.2% | $158,982-87.9% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 42.69% | 188.81%-146.1pp | 151.12%-108.4pp | 302.99%-260.3pp |
| Employer contribution / active EE | $2,790 | $5,707-51.1% | $5,011-44.3% | $4,763-41.4% |
| Participant deferral / active EE | $5,716 | $5,955-4.0% | $5,202+9.9% | $5,983-4.5% |
| Admin fee / account holder | $60 | $17,079-99.6% | $13,987-99.6% | $11,252-99.5% |