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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 | $12,588 | $175,257-92.8% | $149,717-91.6% | $139,456-91.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 39.97% | 166.70%-126.7pp | 134.41%-94.4pp | 373.45%-333.5pp |
| Employer contribution / active EE | $1,315 | $5,477-76.0% | $4,820-72.7% | $4,753-72.3% |
| Participant deferral / active EE | $4,404 | $6,521-32.5% | $5,682-22.5% | $6,711-34.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |