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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 | $8,978 | $175,257-94.9% | $149,717-94.0% | $139,456-93.6% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 44.32% | 166.70%-122.4pp | 134.41%-90.1pp | 373.45%-329.1pp |
| Employer contribution / active EE | $2,723 | $5,477-50.3% | $4,820-43.5% | $4,753-42.7% |
| Participant deferral / active EE | $3,686 | $6,521-43.5% | $5,682-35.1% | $6,711-45.1% |
| Admin fee / account holder | $12 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |