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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 | $9,873 | $104,953-90.6% | $84,637-88.3% | $152,909-93.5% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 34.56% | 373.94%-339.4pp | 258.82%-224.3pp | 345.46%-310.9pp |
| Employer contribution / active EE | $3,108 | $3,304-5.9% | $2,653+17.2% | $4,764-34.8% |
| Participant deferral / active EE | $4,986 | $4,691+6.3% | $3,900+27.8% | $5,851-14.8% |
| Admin fee / account holder | $34 | $6,244-99.4% | $4,914-99.3% | $11,601-99.7% |