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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 | $8,909 | $226,135-96.1% | $182,558-95.1% | $152,909-94.2% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.5%-0.1pp |
| Annual return | 60.49% | 192.60%-132.1pp | 148.59%-88.1pp | 345.46%-285.0pp |
| Employer contribution / active EE | $1,567 | $4,979-68.5% | $4,076-61.6% | $4,764-67.1% |
| Participant deferral / active EE | $5,696 | $6,371-10.6% | $5,526+3.1% | $5,851-2.7% |
| Admin fee / account holder | $280 | $10,707-97.4% | $8,594-96.7% | $11,601-97.6% |