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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 | $14,279 | $150,447-90.5% | $136,298-89.5% | $147,586-90.3% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 171.71% | 1049.15%-877.4pp | 5156.27%-4984.6pp | 578.59%-406.9pp |
| Employer contribution / active EE | $7,912 | $5,256+50.5% | $4,696+68.5% | $4,876+62.3% |
| Participant deferral / active EE | $2,471 | $6,631-62.7% | $6,247-60.4% | $5,439-54.6% |
| Admin fee / account holder | $123 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |