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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 | $12,176 | $176,105-93.1% | $159,474-92.4% | $167,536-92.7% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 134.53% | 331.91%-197.4pp | 263.68%-129.1pp | 478.82%-344.3pp |
| Employer contribution / active EE | $3,297 | $5,299-37.8% | $4,831-31.7% | $4,839-31.9% |
| Participant deferral / active EE | $5,475 | $7,751-29.4% | $7,353-25.5% | $6,342-13.7% |
| Admin fee / account holder | $17 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |