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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 | $9,668 | $175,231-94.5% | $149,696-93.5% | $139,466-93.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 47.61% | 166.77%-119.2pp | 134.46%-86.8pp | 373.66%-326.1pp |
| Employer contribution / active EE | $2,886 | $5,478-47.3% | $4,821-40.1% | $4,754-39.3% |
| Participant deferral / active EE | $4,284 | $6,521-34.3% | $5,682-24.6% | $6,712-36.2% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |