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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 | $10,239 | $113,338-91.0% | $94,993-89.2% | $147,586-93.1% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 1766.52% | 20.80%+1745.7pp | 27.14%+1739.4pp | 578.59%+1187.9pp |
| Employer contribution / active EE | $706 | $3,160-77.7% | $2,603-72.9% | $4,876-85.5% |
| Participant deferral / active EE | $7,457 | $3,777+97.4% | $3,317+124.8% | $5,439+37.1% |
| Admin fee / account holder | $39 | $6,063-99.4% | $4,960-99.2% | $10,886-99.6% |