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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 | $12,361 | $85,766-85.6% | $136,298-90.9% | $70,126-82.4% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 282.44% | 31.46%+251.0pp | 5156.27%-4873.8pp | 73.15%+209.3pp |
| Employer contribution / active EE | $2,083 | $2,966-29.8% | $4,696-55.6% | $2,343-11.1% |
| Participant deferral / active EE | $5,140 | $5,051+1.7% | $6,247-17.7% | $3,332+54.3% |
| Admin fee / account holder | $106 | $5,421-98.1% | $9,244-98.9% | $4,645-97.7% |