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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 | $8,543 | $209,422-95.9% | $178,503-95.2% | $158,982-94.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 44.54% | 188.81%-144.3pp | 151.12%-106.6pp | 302.99%-258.5pp |
| Employer contribution / active EE | $2,047 | $5,707-64.1% | $5,011-59.2% | $4,763-57.0% |
| Participant deferral / active EE | $4,335 | $5,955-27.2% | $5,202-16.7% | $5,983-27.6% |
| Admin fee / account holder | $191 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |