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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 | $13,276 | $65,361-79.7% | $92,903-85.7% | $72,983-81.8% |
| Participation rate | 90.9% | 68.3%+22.6pp | 76.0%+14.9pp | 69.5%+21.4pp |
| Annual return | 8266.11% | 42.11%+8224.0pp | 109.43%+8156.7pp | 81.01%+8185.1pp |
| Employer contribution / active EE | $2,080 | $2,594-19.8% | $3,653-43.1% | $2,440-14.7% |
| Participant deferral / active EE | $4,789 | $3,128+53.1% | $4,238+13.0% | $3,608+32.8% |
| Admin fee / account holder | $235 | $4,251-94.5% | $5,795-95.9% | $5,124-95.4% |