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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 | $7,878 | $148,623-94.7% | $135,974-94.2% | $139,466-94.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 255.57% | 79.30%+176.3pp | 68.30%+187.3pp | 373.66%-118.1pp |
| Employer contribution / active EE | $2,095 | $5,246-60.1% | $4,859-56.9% | $4,754-55.9% |
| Participant deferral / active EE | $4,000 | $8,103-50.6% | $7,760-48.4% | $6,712-40.4% |
| Admin fee / account holder | $10 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |