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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 | $8,781 | $159,978-94.5% | $147,041-94.0% | $145,978-94.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 54.62% | 98.36%-43.7pp | 419.21%-364.6pp | 550.52%-495.9pp |
| Employer contribution / active EE | $2,200 | $5,288-58.4% | $4,935-55.4% | $4,662-52.8% |
| Participant deferral / active EE | $4,347 | $8,429-48.4% | $8,071-46.1% | $6,690-35.0% |
| Admin fee / account holder | $7 | $15,053-100.0% | $13,006-99.9% | $13,400-99.9% |