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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 | $11,886 | $209,422-94.3% | $178,503-93.3% | $158,982-92.5% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 29.35% | 188.81%-159.5pp | 151.12%-121.8pp | 302.99%-273.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,753 | $5,955-53.8% | $5,202-47.1% | $5,983-54.0% |
| Admin fee / account holder | $32 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |