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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 | $22,220 | $150,446-85.2% | $136,297-83.7% | $147,585-84.9% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 71.38% | 1049.14%-977.8pp | 5156.19%-5084.8pp | 578.58%-507.2pp |
| Employer contribution / active EE | $2,164 | $5,256-58.8% | $4,696-53.9% | $4,876-55.6% |
| Participant deferral / active EE | $4,881 | $6,631-26.4% | $6,247-21.9% | $5,439-10.3% |
| Admin fee / account holder | $19 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |