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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 | $20,163 | $150,447-86.6% | $136,298-85.2% | $147,586-86.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.49% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $948 | $5,256-82.0% | $4,696-79.8% | $4,876-80.6% |
| Participant deferral / active EE | $2,581 | $6,631-61.1% | $6,247-58.7% | $5,439-52.5% |
| Admin fee / account holder | $7 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |