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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 | $10,459 | $202,440-94.8% | $169,390-93.8% | $139,466-92.5% |
| Participation rate | 91.3% | 81.1%+10.2pp | 77.2%+14.1pp | 80.3%+11.0pp |
| Annual return | 41.00% | 532.36%-491.4pp | 406.07%-365.1pp | 373.66%-332.7pp |
| Employer contribution / active EE | $3,379 | $4,693-28.0% | $4,013-15.8% | $4,754-28.9% |
| Participant deferral / active EE | $4,309 | $6,940-37.9% | $6,222-30.7% | $6,712-35.8% |
| Admin fee / account holder | $53 | $10,722-99.5% | $9,015-99.4% | $11,409-99.5% |