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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 | $11,276 | $121,701-90.7% | $104,639-89.2% | $158,982-92.9% |
| Participation rate | 72.7% | 77.5%-4.8pp | 74.1%-1.4pp | 82.0%-9.2pp |
| Annual return | 279.55% | 465.72%-186.2pp | 340.67%-61.1pp | 302.99%-23.4pp |
| Employer contribution / active EE | $3,295 | $3,165+4.1% | $2,682+22.9% | $4,763-30.8% |
| Participant deferral / active EE | $4,325 | $4,176+3.6% | $3,738+15.7% | $5,983-27.7% |
| Admin fee / account holder | $19 | $7,778-99.8% | $6,465-99.7% | $11,252-99.8% |