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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 | $9,166 | $202,342-95.5% | $172,752-94.7% | $152,897-94.0% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 97.98% | 1029.83%-931.8pp | 802.97%-705.0pp | 345.43%-247.5pp |
| Employer contribution / active EE | $1,604 | $5,858-72.6% | $5,144-68.8% | $4,764-66.3% |
| Participant deferral / active EE | $4,754 | $5,948-20.1% | $5,198-8.5% | $5,851-18.8% |
| Admin fee / account holder | $79 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |