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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 | $226,105-93.1% | $182,540-91.5% | $152,897-89.9% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.5%-0.6pp |
| Annual return | 103.89% | 192.58%-88.7pp | 148.58%-44.7pp | 345.43%-241.5pp |
| Employer contribution / active EE | $2,296 | $4,978-53.9% | $4,076-43.7% | $4,764-51.8% |
| Participant deferral / active EE | $8,430 | $6,370+32.3% | $5,525+52.6% | $5,851+44.1% |
| Admin fee / account holder | $196 | $10,706-98.2% | $8,593-97.7% | $11,599-98.3% |