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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 | $16,804 | $209,422-92.0% | $178,503-90.6% | $158,982-89.4% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 8969.75% | 188.81%+8780.9pp | 151.12%+8818.6pp | 302.99%+8666.8pp |
| Employer contribution / active EE | $1,602 | $5,707-71.9% | $5,011-68.0% | $4,763-66.4% |
| Participant deferral / active EE | $9,069 | $5,955+52.3% | $5,202+74.3% | $5,983+51.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |