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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 | $8,123 | $202,342-96.0% | $172,753-95.3% | $152,909-94.7% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.5%+12.5pp |
| Annual return | 208.45% | 1029.88%-821.4pp | 803.00%-594.6pp | 345.46%-137.0pp |
| Employer contribution / active EE | $1,944 | $5,857-66.8% | $5,144-62.2% | $4,764-59.2% |
| Participant deferral / active EE | $4,887 | $5,948-17.8% | $5,198-6.0% | $5,851-16.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |