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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 | $11,339 | $176,120-93.6% | $159,487-92.9% | $167,553-93.2% |
| Participation rate | 93.3% | 85.0%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 26.04% | 331.95%-305.9pp | 263.71%-237.7pp | 478.89%-452.8pp |
| Employer contribution / active EE | $1,104 | $5,299-79.2% | $4,831-77.2% | $4,840-77.2% |
| Participant deferral / active EE | $5,901 | $7,752-23.9% | $7,354-19.7% | $6,343-7.0% |
| Admin fee / account holder | $10 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |