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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 | $19,278 | $202,342-90.5% | $172,752-88.8% | $152,897-87.4% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 127.87% | 1029.83%-902.0pp | 802.97%-675.1pp | 345.43%-217.6pp |
| Employer contribution / active EE | $3,959 | $5,858-32.4% | $5,144-23.0% | $4,764-16.9% |
| Participant deferral / active EE | $6,163 | $5,948+3.6% | $5,198+18.6% | $5,851+5.3% |
| Admin fee / account holder | $67 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |