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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 | $13,357 | $150,447-91.1% | $136,298-90.2% | $147,586-90.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.72% | 1049.15%-1029.4pp | 5156.27%-5136.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,378 | $5,256-73.8% | $4,696-70.7% | $4,876-71.7% |
| Participant deferral / active EE | $3,210 | $6,631-51.6% | $6,247-48.6% | $5,439-41.0% |
| Admin fee / account holder | $176 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |