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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 | $9,327 | $148,582-93.7% | $135,942-93.1% | $139,456-93.3% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 50.49% | 79.26%-28.8pp | 68.28%-17.8pp | 373.45%-323.0pp |
| Employer contribution / active EE | $2,600 | $5,245-50.4% | $4,858-46.5% | $4,753-45.3% |
| Participant deferral / active EE | $7,668 | $8,101-5.4% | $7,759-1.2% | $6,711+14.2% |
| Admin fee / account holder | $229 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |