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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 | $13,406 | $175,259-92.4% | $149,723-91.0% | $139,487-90.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 42.63% | 166.82%-124.2pp | 134.50%-91.9pp | 373.84%-331.2pp |
| Employer contribution / active EE | $4,135 | $5,478-24.5% | $4,821-14.2% | $4,755-13.0% |
| Participant deferral / active EE | $3,750 | $6,522-42.5% | $5,682-34.0% | $6,713-44.1% |
| Admin fee / account holder | $77 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |