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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 | $10,094 | $209,422-95.2% | $178,503-94.3% | $158,982-93.7% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 10.74% | 188.81%-178.1pp | 151.12%-140.4pp | 302.99%-292.2pp |
| Employer contribution / active EE | $1,613 | $5,707-71.7% | $5,011-67.8% | $4,763-66.1% |
| Participant deferral / active EE | $2,533 | $5,955-57.5% | $5,202-51.3% | $5,983-57.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |