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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 | $10,879 | $160,028-93.2% | $147,080-92.6% | $145,884-92.5% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 54.75% | 98.60%-43.9pp | 420.17%-365.4pp | 551.85%-497.1pp |
| Employer contribution / active EE | $2,536 | $5,286-52.0% | $4,933-48.6% | $4,662-45.6% |
| Participant deferral / active EE | $6,078 | $8,422-27.8% | $8,066-24.7% | $6,690-9.1% |
| Admin fee / account holder | $6 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |