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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 | $19,917 | $86,298-76.9% | $111,308-82.1% | $85,847-76.8% |
| Participation rate | 96.4% | 73.3%+23.1pp | 77.3%+19.1pp | 69.3%+27.1pp |
| Annual return | 157.48% | 19.99%+137.5pp | 54.67%+102.8pp | 318.61%-161.1pp |
| Employer contribution / active EE | $3,518 | $2,044+72.1% | $2,732+28.8% | $2,565+37.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $152 | $8,189-98.1% | $7,965-98.1% | $6,261-97.6% |