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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 | $12,778 | $106,008-87.9% | $92,240-86.1% | $147,586-91.3% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 19.40% | 50.05%-30.7pp | 176.29%-156.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,251 | $4,333-71.1% | $3,680-66.0% | $4,876-74.4% |
| Participant deferral / active EE | $5,165 | $4,478+15.3% | $3,897+32.5% | $5,439-5.0% |
| Admin fee / account holder | $54 | $6,333-99.1% | $5,194-99.0% | $10,886-99.5% |