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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 | $22,369 | $171,867-87.0% | $149,716-85.1% | $147,585-84.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 15.51% | 2113.36%-2097.9pp | 1501.67%-1486.2pp | 578.58%-563.1pp |
| Employer contribution / active EE | $2,196 | $6,275-65.0% | $5,444-59.7% | $4,876-55.0% |
| Participant deferral / active EE | $3,206 | $7,270-55.9% | $6,568-51.2% | $5,439-41.0% |
| Admin fee / account holder | $287 | $13,799-97.9% | $11,282-97.5% | $10,886-97.4% |