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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 | $12,897 | $162,785-92.1% | $133,959-90.4% | $158,950-91.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 8547.50% | 41.94%+8505.6pp | 45.09%+8502.4pp | 302.91%+8244.6pp |
| Employer contribution / active EE | $2,855 | $4,975-42.6% | $3,919-27.1% | $4,762-40.0% |
| Participant deferral / active EE | $7,966 | $5,910+34.8% | $5,047+57.8% | $5,983+33.2% |
| Admin fee / account holder | $23 | $11,738-99.8% | $8,928-99.7% | $11,248-99.8% |