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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 | $29,795 | $183,978-83.8% | $162,171-81.6% | $152,885-80.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 37.62% | 150.78%-113.2pp | 115.60%-78.0pp | 345.39%-307.8pp |
| Employer contribution / active EE | $3,820 | $6,370-40.0% | $5,613-31.9% | $4,763-19.8% |
| Participant deferral / active EE | $9,568 | $8,033+19.1% | $7,297+31.1% | $5,851+63.5% |
| Admin fee / account holder | $267 | $13,122-98.0% | $10,843-97.5% | $11,598-97.7% |