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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 | $6,668 | $160,059-95.8% | $140,019-95.2% | $135,382-95.1% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | 11.79% | 911.44%-899.7pp | 651.15%-639.4pp | 519.77%-508.0pp |
| Employer contribution / active EE | $2,100 | $6,420-67.3% | $5,605-62.5% | $4,779-56.0% |
| Participant deferral / active EE | $3,372 | $7,641-55.9% | $6,927-51.3% | $5,609-39.9% |
| Admin fee / account holder | $17 | $13,328-99.9% | $10,705-99.8% | $10,829-99.8% |