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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 | $8,400 | $202,342-95.8% | $172,753-95.1% | $152,909-94.5% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 67.98% | 1029.88%-961.9pp | 803.00%-735.0pp | 345.46%-277.5pp |
| Employer contribution / active EE | $2,738 | $5,857-53.3% | $5,144-46.8% | $4,764-42.5% |
| Participant deferral / active EE | $3,374 | $5,948-43.3% | $5,198-35.1% | $5,851-42.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |