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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 | $21,277 | $150,447-85.9% | $136,298-84.4% | $147,586-85.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 30.04% | 1049.15%-1019.1pp | 5156.27%-5126.2pp | 578.59%-548.5pp |
| Employer contribution / active EE | $3,033 | $5,256-42.3% | $4,696-35.4% | $4,876-37.8% |
| Participant deferral / active EE | $5,620 | $6,631-15.2% | $6,247-10.0% | $5,439+3.3% |
| Admin fee / account holder | $60 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |