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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 | $18,630 | $198,462-90.6% | $170,439-89.1% | $147,585-87.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 49.04% | 257.30%-208.3pp | 205.94%-156.9pp | 578.58%-529.5pp |
| Employer contribution / active EE | $8,346 | $6,184+35.0% | $5,433+53.6% | $4,876+71.1% |
| Participant deferral / active EE | $3,600 | $5,629-36.1% | $4,939-27.1% | $5,439-33.8% |
| Admin fee / account holder | $47 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |