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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 | $20,538 | $98,776-79.2% | $149,745-86.3% | $79,856-74.3% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 1128.71% | 27.38%+1101.3pp | 276.72%+852.0pp | 31.71%+1097.0pp |
| Employer contribution / active EE | $3,551 | $3,217+10.4% | $4,646-23.6% | $2,471+43.7% |
| Participant deferral / active EE | $7,461 | $5,681+31.3% | $6,843+9.0% | $3,741+99.5% |
| Admin fee / account holder | $43 | $6,053-99.3% | $9,312-99.5% | $5,306-99.2% |