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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 | $11,437 | $150,447-92.4% | $136,298-91.6% | $147,586-92.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 27.93% | 1049.15%-1021.2pp | 5156.27%-5128.3pp | 578.59%-550.7pp |
| Employer contribution / active EE | $1,136 | $5,256-78.4% | $4,696-75.8% | $4,876-76.7% |
| Participant deferral / active EE | $4,228 | $6,631-36.2% | $6,247-32.3% | $5,439-22.3% |
| Admin fee / account holder | $138 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |