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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 | $150,442-90.1% | $136,295-89.1% | $147,585-89.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.98% | 1049.09%-1031.1pp | 5155.97%-5138.0pp | 578.56%-560.6pp |
| Employer contribution / active EE | $1,391 | $5,256-73.5% | $4,695-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $4,152 | $6,630-37.4% | $6,247-33.5% | $5,439-23.7% |
| Admin fee / account holder | $114 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |