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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 | $3,169 | $157,276-98.0% | $141,177-97.8% | $152,885-97.9% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.5%+7.0pp |
| Annual return | 33.06% | 64.33%-31.3pp | 71.40%-38.3pp | 345.39%-312.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,168 | $7,110-55.4% | $6,710-52.8% | $5,851-45.8% |
| Admin fee / account holder | $219 | $12,123-98.2% | $10,263-97.9% | $11,598-98.1% |