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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 | $7,577 | $150,447-95.0% | $136,298-94.4% | $147,586-94.9% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 38.28% | 1049.15%-1010.9pp | 5156.27%-5118.0pp | 578.59%-540.3pp |
| Employer contribution / active EE | $1,447 | $5,256-72.5% | $4,696-69.2% | $4,876-70.3% |
| Participant deferral / active EE | $2,985 | $6,631-55.0% | $6,247-52.2% | $5,439-45.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |