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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 | $21,657 | $198,457-89.1% | $170,435-87.3% | $147,586-85.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 57.65% | 257.30%-199.7pp | 205.94%-148.3pp | 578.59%-520.9pp |
| Employer contribution / active EE | $9,842 | $6,183+59.2% | $5,432+81.2% | $4,876+101.8% |
| Participant deferral / active EE | $4,684 | $5,629-16.8% | $4,939-5.2% | $5,439-13.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |