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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 | $14,251 | $150,446-90.5% | $136,297-89.5% | $147,585-90.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 27.96% | 1049.14%-1021.2pp | 5156.19%-5128.2pp | 578.58%-550.6pp |
| Employer contribution / active EE | $2,574 | $5,256-51.0% | $4,696-45.2% | $4,876-47.2% |
| Participant deferral / active EE | $3,329 | $6,631-49.8% | $6,247-46.7% | $5,439-38.8% |
| Admin fee / account holder | $10 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |