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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 | $14,274 | $150,446-90.5% | $136,297-89.5% | $147,585-90.3% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 37.01% | 1049.14%-1012.1pp | 5156.19%-5119.2pp | 578.58%-541.6pp |
| Employer contribution / active EE | $2,614 | $5,256-50.3% | $4,696-44.3% | $4,876-46.4% |
| Participant deferral / active EE | $7,092 | $6,631+7.0% | $6,247+13.5% | $5,439+30.4% |
| Admin fee / account holder | $255 | $10,906-97.7% | $9,244-97.2% | $10,886-97.7% |