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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 | $9,281 | $209,874-95.6% | $189,537-95.1% | $167,536-94.5% |
| Participation rate | 85.7% | 88.7%-2.9pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 147.27% | 748.61%-601.3pp | 555.34%-408.1pp | 478.82%-331.5pp |
| Employer contribution / active EE | $3,878 | $6,913-43.9% | $6,161-37.1% | $4,839-19.9% |
| Participant deferral / active EE | $5,649 | $8,934-36.8% | $8,220-31.3% | $6,342-10.9% |
| Admin fee / account holder | $5 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |