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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 | $18,663 | $150,447-87.6% | $136,298-86.3% | $147,586-87.4% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 29.31% | 1049.15%-1019.8pp | 5156.27%-5127.0pp | 578.59%-549.3pp |
| Employer contribution / active EE | $4,558 | $5,256-13.3% | $4,696-2.9% | $4,876-6.5% |
| Participant deferral / active EE | $9,747 | $6,631+47.0% | $6,247+56.0% | $5,439+79.2% |
| Admin fee / account holder | $35 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |