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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 | $11,676 | $209,422-94.4% | $178,503-93.5% | $158,982-92.7% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 33.93% | 188.81%-154.9pp | 151.12%-117.2pp | 302.99%-269.1pp |
| Employer contribution / active EE | $1,883 | $5,707-67.0% | $5,011-62.4% | $4,763-60.5% |
| Participant deferral / active EE | $4,127 | $5,955-30.7% | $5,202-20.7% | $5,983-31.0% |
| Admin fee / account holder | $81 | $17,079-99.5% | $13,987-99.4% | $11,252-99.3% |