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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 | $9,069 | $150,446-94.0% | $136,297-93.3% | $147,585-93.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 52.01% | 1049.14%-997.1pp | 5156.19%-5104.2pp | 578.58%-526.6pp |
| Employer contribution / active EE | $3,681 | $5,256-30.0% | $4,696-21.6% | $4,876-24.5% |
| Participant deferral / active EE | $2,715 | $6,631-59.1% | $6,247-56.5% | $5,439-50.1% |
| Admin fee / account holder | $34 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |