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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 | $8,140 | $202,342-96.0% | $172,753-95.3% | $152,909-94.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 69.17% | 1029.88%-960.7pp | 803.00%-733.8pp | 345.46%-276.3pp |
| Employer contribution / active EE | $2,139 | $5,857-63.5% | $5,144-58.4% | $4,764-55.1% |
| Participant deferral / active EE | $3,785 | $5,948-36.4% | $5,198-27.2% | $5,851-35.3% |
| Admin fee / account holder | $19 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |