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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 | $165,361-87.7% | $149,715-86.4% | $158,950-87.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 159.35% | 348.24%-188.9pp | 276.66%-117.3pp | 302.91%-143.6pp |
| Employer contribution / active EE | $5,517 | $5,103+8.1% | $4,645+18.8% | $4,762+15.9% |
| Participant deferral / active EE | $7,142 | $7,182-0.6% | $6,842+4.4% | $5,983+19.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |