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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 | $9,866 | $175,231-94.4% | $149,696-93.4% | $139,466-92.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 34.31% | 166.77%-132.5pp | 134.46%-100.1pp | 373.66%-339.4pp |
| Employer contribution / active EE | $1,342 | $5,478-75.5% | $4,821-72.2% | $4,754-71.8% |
| Participant deferral / active EE | $3,041 | $6,521-53.4% | $5,682-46.5% | $6,712-54.7% |
| Admin fee / account holder | $64 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |