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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 | $10,778 | $148,623-92.7% | $135,974-92.1% | $139,466-92.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 170.48% | 79.30%+91.2pp | 68.30%+102.2pp | 373.66%-203.2pp |
| Employer contribution / active EE | $1,686 | $5,246-67.9% | $4,859-65.3% | $4,754-64.5% |
| Participant deferral / active EE | $8,594 | $8,103+6.1% | $7,760+10.7% | $6,712+28.0% |
| Admin fee / account holder | $14 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |