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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 | $31,868 | $171,867-81.5% | $149,721-78.7% | $147,586-78.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 109.96% | 2113.36%-2003.4pp | 1501.67%-1391.7pp | 578.59%-468.6pp |
| Employer contribution / active EE | $1,418 | $6,275-77.4% | $5,444-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $4,439 | $7,270-38.9% | $6,568-32.4% | $5,439-18.4% |
| Admin fee / account holder | $17 | $13,799-99.9% | $11,282-99.9% | $10,886-99.8% |