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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 | $10,984 | $226,135-95.1% | $182,558-94.0% | $152,909-92.8% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 30.23% | 192.60%-162.4pp | 148.59%-118.4pp | 345.46%-315.2pp |
| Employer contribution / active EE | $1,312 | $4,979-73.7% | $4,076-67.8% | $4,764-72.5% |
| Participant deferral / active EE | $1,641 | $6,371-74.2% | $5,526-70.3% | $5,851-72.0% |
| Admin fee / account holder | $20 | $10,707-99.8% | $8,594-99.8% | $11,601-99.8% |