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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 | $13,713 | $150,445-90.9% | $136,297-89.9% | $147,585-90.7% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 23.79% | 1049.14%-1025.3pp | 5156.16%-5132.4pp | 578.57%-554.8pp |
| Employer contribution / active EE | $1,348 | $5,256-74.3% | $4,696-71.3% | $4,876-72.4% |
| Participant deferral / active EE | $4,079 | $6,631-38.5% | $6,247-34.7% | $5,439-25.0% |
| Admin fee / account holder | $176 | $10,906-98.4% | $9,244-98.1% | $10,885-98.4% |