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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 | $21,984 | $226,105-90.3% | $182,540-88.0% | $152,897-85.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 88.09% | 192.58%-104.5pp | 148.58%-60.5pp | 345.43%-257.3pp |
| Employer contribution / active EE | $1,032 | $4,978-79.3% | $4,076-74.7% | $4,764-78.3% |
| Participant deferral / active EE | $4,045 | $6,370-36.5% | $5,525-26.8% | $5,851-30.9% |
| Admin fee / account holder | $18 | $10,706-99.8% | $8,593-99.8% | $11,599-99.8% |