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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 | $16,958 | $135,956-87.5% | $123,894-86.3% | $273,972-93.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 166.80% | 56.63%+110.2pp | 47.52%+119.3pp | 41.46%+125.3pp |
| Employer contribution / active EE | $1,275 | $5,170-75.3% | $4,617-72.4% | $4,869-73.8% |
| Participant deferral / active EE | $2,014 | $6,343-68.3% | $5,984-66.4% | $5,287-61.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |