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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 | $11,160 | $99,011-88.7% | $86,582-87.1% | $147,586-92.4% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 43.37% | 1312.75%-1269.4pp | 965.08%-921.7pp | 578.59%-535.2pp |
| Employer contribution / active EE | $329 | $3,132-89.5% | $2,839-88.4% | $4,876-93.3% |
| Participant deferral / active EE | $6,225 | $3,972+56.7% | $3,609+72.5% | $5,439+14.5% |
| Admin fee / account holder | $44 | $5,709-99.2% | $4,904-99.1% | $10,886-99.6% |