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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 | $10,807 | $171,867-93.7% | $149,721-92.8% | $147,586-92.7% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 23.31% | 2113.36%-2090.1pp | 1501.67%-1478.4pp | 578.59%-555.3pp |
| Employer contribution / active EE | $2,134 | $6,275-66.0% | $5,444-60.8% | $4,876-56.2% |
| Participant deferral / active EE | $3,744 | $7,270-48.5% | $6,568-43.0% | $5,439-31.2% |
| Admin fee / account holder | $24 | $13,799-99.8% | $11,282-99.8% | $10,886-99.8% |