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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 | $10,936 | $148,623-92.6% | $135,974-92.0% | $139,466-92.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 133.07% | 79.30%+53.8pp | 68.30%+64.8pp | 373.66%-240.6pp |
| Employer contribution / active EE | $1,666 | $5,246-68.2% | $4,859-65.7% | $4,754-65.0% |
| Participant deferral / active EE | $8,739 | $8,103+7.9% | $7,760+12.6% | $6,712+30.2% |
| Admin fee / account holder | $12 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |