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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 | $19,369 | $72,269-73.2% | $101,271-80.9% | $79,852-75.7% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 287.49% | 22.29%+265.2pp | 46.48%+241.0pp | 31.72%+255.8pp |
| Employer contribution / active EE | $3,361 | $2,692+24.9% | $3,660-8.2% | $2,471+36.0% |
| Participant deferral / active EE | $4,586 | $3,282+39.7% | $4,371+4.9% | $3,740+22.6% |
| Admin fee / account holder | $7 | $4,401-99.8% | $5,948-99.9% | $5,306-99.9% |