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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 | $18,584 | $217,427-91.5% | $185,837-90.0% | $167,518-88.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 83.21% | 148.39%-65.2pp | 122.08%-38.9pp | 478.71%-395.5pp |
| Employer contribution / active EE | $4,151 | $5,874-29.3% | $5,168-19.7% | $4,838-14.2% |
| Participant deferral / active EE | $12,558 | $6,357+97.5% | $5,568+125.5% | $6,342+98.0% |
| Admin fee / account holder | $4 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |