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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 | $23,158 | $150,447-84.6% | $136,298-83.0% | $147,586-84.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 24.17% | 1049.15%-1025.0pp | 5156.27%-5132.1pp | 578.59%-554.4pp |
| Employer contribution / active EE | $2,117 | $5,256-59.7% | $4,696-54.9% | $4,876-56.6% |
| Participant deferral / active EE | $6,253 | $6,631-5.7% | $6,247+0.1% | $5,439+15.0% |
| Admin fee / account holder | $77 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |