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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 | $5,280 | $100,073-94.7% | $85,126-93.8% | $145,877-96.4% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 34.03% | 84.11%-50.1pp | 66.63%-32.6pp | 551.28%-517.3pp |
| Employer contribution / active EE | $2,464 | $3,236-23.9% | $2,731-9.8% | $4,663-47.2% |
| Participant deferral / active EE | $2,906 | $5,294-45.1% | $4,523-35.8% | $6,691-56.6% |
| Admin fee / account holder | $9 | $7,261-99.9% | $6,160-99.9% | $13,402-99.9% |