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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 | $11,179 | $150,446-92.6% | $136,297-91.8% | $147,585-92.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 16.49% | 1049.14%-1032.7pp | 5156.19%-5139.7pp | 578.58%-562.1pp |
| Employer contribution / active EE | $1,639 | $5,256-68.8% | $4,696-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $4,103 | $6,631-38.1% | $6,247-34.3% | $5,439-24.6% |
| Admin fee / account holder | $295 | $10,906-97.3% | $9,244-96.8% | $10,886-97.3% |