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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 | $20,303 | $165,399-87.7% | $149,745-86.4% | $158,982-87.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 159.35% | 348.34%-189.0pp | 276.72%-117.4pp | 302.99%-143.6pp |
| Employer contribution / active EE | $5,517 | $5,105+8.1% | $4,646+18.8% | $4,763+15.8% |
| Participant deferral / active EE | $7,142 | $7,183-0.6% | $6,843+4.4% | $5,983+19.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |