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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 | $15,116 | $226,135-93.3% | $182,558-91.7% | $152,909-90.1% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.0%+14.3pp | 82.5%+9.9pp |
| Annual return | 28.30% | 192.60%-164.3pp | 148.59%-120.3pp | 345.46%-317.2pp |
| Employer contribution / active EE | $611 | $4,979-87.7% | $4,076-85.0% | $4,764-87.2% |
| Participant deferral / active EE | $2,302 | $6,371-63.9% | $5,526-58.3% | $5,851-60.7% |
| Admin fee / account holder | $9 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |