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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 | $10,086 | $138,102-92.7% | $125,381-92.0% | $134,532-92.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 119.20% | 750.73%-631.5pp | 572.31%-453.1pp | 418.27%-299.1pp |
| Employer contribution / active EE | $2,217 | $5,245-57.7% | $4,815-54.0% | $4,741-53.2% |
| Participant deferral / active EE | $2,731 | $7,801-65.0% | $7,448-63.3% | $6,401-57.3% |
| Admin fee / account holder | $2 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |