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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 | $15,623 | $150,447-89.6% | $136,298-88.5% | $147,586-89.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 51.80% | 1049.15%-997.4pp | 5156.27%-5104.5pp | 578.59%-526.8pp |
| Employer contribution / active EE | $1,403 | $5,256-73.3% | $4,696-70.1% | $4,876-71.2% |
| Participant deferral / active EE | $5,974 | $6,631-9.9% | $6,247-4.4% | $5,439+9.8% |
| Admin fee / account holder | $36 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |