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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 | $12,831 | $202,342-93.7% | $172,752-92.6% | $152,897-91.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 49.85% | 1029.83%-980.0pp | 802.97%-753.1pp | 345.43%-295.6pp |
| Employer contribution / active EE | $1,388 | $5,858-76.3% | $5,144-73.0% | $4,764-70.9% |
| Participant deferral / active EE | $6,162 | $5,948+3.6% | $5,198+18.5% | $5,851+5.3% |
| Admin fee / account holder | $66 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |