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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 | $11,426 | $226,105-94.9% | $182,540-93.7% | $152,897-92.5% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 22.87% | 192.58%-169.7pp | 148.58%-125.7pp | 345.43%-322.6pp |
| Employer contribution / active EE | $900 | $4,978-81.9% | $4,076-77.9% | $4,764-81.1% |
| Participant deferral / active EE | $2,448 | $6,370-61.6% | $5,525-55.7% | $5,851-58.2% |
| Admin fee / account holder | $42 | $10,706-99.6% | $8,593-99.5% | $11,599-99.6% |