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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 | $21,682 | $198,457-89.1% | $170,435-87.3% | $147,586-85.3% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 99.48% | 257.30%-157.8pp | 205.94%-106.5pp | 578.59%-479.1pp |
| Employer contribution / active EE | $2,484 | $6,183-59.8% | $5,432-54.3% | $4,876-49.1% |
| Participant deferral / active EE | $3,960 | $5,629-29.7% | $4,939-19.8% | $5,439-27.2% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |