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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 | $26,263 | $184,000-85.7% | $162,185-83.8% | $152,909-82.8% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.6%-4.9pp | 82.5%+0.2pp |
| Annual return | 84.64% | 150.80%-66.2pp | 115.61%-31.0pp | 345.46%-260.8pp |
| Employer contribution / active EE | $5,657 | $6,370-11.2% | $5,613+0.8% | $4,764+18.7% |
| Participant deferral / active EE | $10,289 | $8,033+28.1% | $7,297+41.0% | $5,851+75.8% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |