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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 | $23,315 | $150,447-84.5% | $136,298-82.9% | $147,586-84.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 708.61% | 1049.15%-340.5pp | 5156.27%-4447.7pp | 578.59%+130.0pp |
| Employer contribution / active EE | $3,491 | $5,256-33.6% | $4,696-25.7% | $4,876-28.4% |
| Participant deferral / active EE | $6,547 | $6,631-1.3% | $6,247+4.8% | $5,439+20.4% |
| Admin fee / account holder | $259 | $10,906-97.6% | $9,244-97.2% | $10,886-97.6% |