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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 | $19,874 | $165,381-88.0% | $149,730-86.7% | $158,966-87.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 74.86% | 348.29%-273.4pp | 276.70%-201.8pp | 302.95%-228.1pp |
| Employer contribution / active EE | $4,002 | $5,104-21.6% | $4,645-13.9% | $4,762-16.0% |
| Participant deferral / active EE | $6,794 | $7,182-5.4% | $6,843-0.7% | $5,983+13.6% |
| Admin fee / account holder | $5 | $10,809-100.0% | $9,310-99.9% | $11,250-100.0% |