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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 | $4,912 | $202,342-97.6% | $172,753-97.2% | $152,909-96.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 583.80% | 1029.88%-446.1pp | 803.00%-219.2pp | 345.46%+238.3pp |
| Employer contribution / active EE | $1,839 | $5,857-68.6% | $5,144-64.2% | $4,764-61.4% |
| Participant deferral / active EE | $5,592 | $5,948-6.0% | $5,198+7.6% | $5,851-4.4% |
| Admin fee / account holder | $158 | $17,112-99.1% | $13,956-98.9% | $11,601-98.6% |