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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 | $15,489 | $226,090-93.1% | $182,531-91.5% | $152,885-89.9% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.5%-0.6pp |
| Annual return | 103.89% | 192.57%-88.7pp | 148.57%-44.7pp | 345.39%-241.5pp |
| Employer contribution / active EE | $2,296 | $4,978-53.9% | $4,075-43.7% | $4,763-51.8% |
| Participant deferral / active EE | $8,430 | $6,369+32.4% | $5,525+52.6% | $5,851+44.1% |
| Admin fee / account holder | $196 | $10,705-98.2% | $8,593-97.7% | $11,598-98.3% |