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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 | $12,509 | $162,136-92.3% | $152,301-91.8% | $154,746-91.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 160.00% | 91.02%+69.0pp | 80.50%+79.5pp | 172.34%-12.3pp |
| Employer contribution / active EE | $1,432 | $4,890-70.7% | $4,624-69.0% | $4,379-67.3% |
| Participant deferral / active EE | $3,022 | $8,341-63.8% | $8,004-62.2% | $6,730-55.1% |
| Admin fee / account holder | $13 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |