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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 | $13,850 | $138,102-90.0% | $125,381-89.0% | $134,532-89.7% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | 94.65% | 750.73%-656.1pp | 572.31%-477.7pp | 418.27%-323.6pp |
| Employer contribution / active EE | $2,461 | $5,245-53.1% | $4,815-48.9% | $4,741-48.1% |
| Participant deferral / active EE | $4,462 | $7,801-42.8% | $7,448-40.1% | $6,401-30.3% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |