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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 | $16,096 | $150,446-89.3% | $136,297-88.2% | $147,585-89.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 48.81% | 1049.14%-1000.3pp | 5156.19%-5107.4pp | 578.58%-529.8pp |
| Employer contribution / active EE | $2,455 | $5,256-53.3% | $4,696-47.7% | $4,876-49.7% |
| Participant deferral / active EE | $9,000 | $6,631+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $67 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |