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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 | $175,231-94.9% | $149,696-94.0% | $139,466-93.6% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 44.32% | 166.77%-122.5pp | 134.46%-90.1pp | 373.66%-329.3pp |
| Employer contribution / active EE | $2,723 | $5,478-50.3% | $4,821-43.5% | $4,754-42.7% |
| Participant deferral / active EE | $3,686 | $6,521-43.5% | $5,682-35.1% | $6,712-45.1% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |