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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 | $19,776 | $150,447-86.9% | $136,298-85.5% | $147,586-86.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 21.55% | 1049.15%-1027.6pp | 5156.27%-5134.7pp | 578.59%-557.0pp |
| Employer contribution / active EE | $1,688 | $5,256-67.9% | $4,696-64.1% | $4,876-65.4% |
| Participant deferral / active EE | $4,045 | $6,631-39.0% | $6,247-35.3% | $5,439-25.6% |
| Admin fee / account holder | $51 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |