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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 | $17,705 | $150,447-88.2% | $136,298-87.0% | $147,586-88.0% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.62% | 1049.15%-1030.5pp | 5156.27%-5137.6pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,382 | $5,256-73.7% | $4,696-70.6% | $4,876-71.7% |
| Participant deferral / active EE | $3,349 | $6,631-49.5% | $6,247-46.4% | $5,439-38.4% |
| Admin fee / account holder | $172 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |