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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 | $6,929 | $175,231-96.0% | $149,696-95.4% | $139,466-95.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 319.53% | 166.77%+152.8pp | 134.46%+185.1pp | 373.66%-54.1pp |
| Employer contribution / active EE | $1,326 | $5,478-75.8% | $4,821-72.5% | $4,754-72.1% |
| Participant deferral / active EE | $3,209 | $6,521-50.8% | $5,682-43.5% | $6,712-52.2% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |