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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 | $15,165 | $105,200-85.6% | $159,474-90.5% | $85,847-82.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 519.22% | 45.08%+474.1pp | 263.68%+255.5pp | 318.61%+200.6pp |
| Employer contribution / active EE | $2,933 | $3,319-11.6% | $4,831-39.3% | $2,565+14.3% |
| Participant deferral / active EE | $7,333 | $5,946+23.3% | $7,353-0.3% | $3,952+85.5% |
| Admin fee / account holder | $54 | $6,934-99.2% | $10,802-99.5% | $6,261-99.1% |