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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 | $21,273 | $198,457-89.3% | $170,435-87.5% | $147,586-85.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 82.95% | 257.30%-174.4pp | 205.94%-123.0pp | 578.59%-495.6pp |
| Employer contribution / active EE | $1,552 | $6,183-74.9% | $5,432-71.4% | $4,876-68.2% |
| Participant deferral / active EE | $7,458 | $5,629+32.5% | $4,939+51.0% | $5,439+37.1% |
| Admin fee / account holder | $133 | $16,852-99.2% | $13,881-99.0% | $10,886-98.8% |