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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 | $14,909 | $150,447-90.1% | $136,298-89.1% | $147,586-89.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.98% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,391 | $5,256-73.5% | $4,696-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $4,152 | $6,631-37.4% | $6,247-33.5% | $5,439-23.7% |
| Admin fee / account holder | $114 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |