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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 | $10,983 | $144,130-92.4% | $117,861-90.7% | $147,586-92.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 32.06% | 531.20%-499.1pp | 335.11%-303.0pp | 578.59%-546.5pp |
| Employer contribution / active EE | $2,079 | $4,897-57.6% | $3,786-45.1% | $4,876-57.4% |
| Participant deferral / active EE | $3,309 | $5,316-37.7% | $4,482-26.2% | $5,439-39.2% |
| Admin fee / account holder | $24 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |