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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 | $9,338 | $228,352-95.9% | $185,835-95.0% | $158,966-94.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 445.03% | 40.81%+404.2pp | 35.96%+409.1pp | 302.95%+142.1pp |
| Employer contribution / active EE | $962 | $4,967-80.6% | $4,087-76.5% | $4,762-79.8% |
| Participant deferral / active EE | $2,508 | $6,416-60.9% | $5,633-55.5% | $5,983-58.1% |
| Admin fee / account holder | $17 | $11,867-99.9% | $9,502-99.8% | $11,250-99.9% |