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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 | $8,861 | $217,427-95.9% | $185,837-95.2% | $167,518-94.7% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 56.88% | 148.39%-91.5pp | 122.08%-65.2pp | 478.71%-421.8pp |
| Employer contribution / active EE | $1,670 | $5,874-71.6% | $5,168-67.7% | $4,838-65.5% |
| Participant deferral / active EE | $3,404 | $6,357-46.5% | $5,568-38.9% | $6,342-46.3% |
| Admin fee / account holder | $18 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |