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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 | $8,997 | $217,432-95.9% | $185,849-95.2% | $167,536-94.6% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 38.95% | 148.42%-109.5pp | 122.10%-83.1pp | 478.82%-439.9pp |
| Employer contribution / active EE | $2,976 | $5,875-49.4% | $5,169-42.4% | $4,839-38.5% |
| Participant deferral / active EE | $4,994 | $6,357-21.4% | $5,569-10.3% | $6,342-21.3% |
| Admin fee / account holder | $72 | $19,818-99.6% | $16,244-99.6% | $12,315-99.4% |