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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 | $5,714 | $103,000-94.5% | $90,300-93.7% | $152,885-96.3% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.5%-3.9pp |
| Annual return | 73.47% | 95.19%-21.7pp | 78.11%-4.6pp | 345.39%-271.9pp |
| Employer contribution / active EE | $2,438 | $3,138-22.3% | $2,854-14.6% | $4,763-48.8% |
| Participant deferral / active EE | $1,012 | $4,281-76.4% | $3,884-74.0% | $5,851-82.7% |
| Admin fee / account holder | $20 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |