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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 | $15,831 | $202,342-92.2% | $172,752-90.8% | $152,897-89.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 212.17% | 1029.83%-817.7pp | 802.97%-590.8pp | 345.43%-133.3pp |
| Employer contribution / active EE | $3,962 | $5,858-32.4% | $5,144-23.0% | $4,764-16.8% |
| Participant deferral / active EE | $8,758 | $5,948+47.2% | $5,198+68.5% | $5,851+49.7% |
| Admin fee / account holder | $32 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |