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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 | $14,002 | $112,131-87.5% | $95,964-85.4% | $158,982-91.2% |
| Participation rate | 93.3% | 79.0%+14.3pp | 77.1%+16.2pp | 82.0%+11.4pp |
| Annual return | 91.95% | 171.19%-79.2pp | 91.64%+0.3pp | 302.99%-211.0pp |
| Employer contribution / active EE | $2,739 | $3,199-14.4% | $2,541+7.8% | $4,763-42.5% |
| Participant deferral / active EE | $6,295 | $4,784+31.6% | $4,167+51.1% | $5,983+5.2% |
| Admin fee / account holder | $10 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |