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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 | $14,991 | $175,257-91.4% | $149,717-90.0% | $139,456-89.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 631.98% | 166.70%+465.3pp | 134.41%+497.6pp | 373.45%+258.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,577 | $6,521-60.5% | $5,682-54.6% | $6,711-61.6% |
| Admin fee / account holder | $253 | $16,156-98.4% | $13,213-98.1% | $11,407-97.8% |