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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 | $684 | $107,368-99.4% | $92,915-99.3% | $152,909-99.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 16.95% | 145.64%-128.7pp | 109.45%-92.5pp | 345.46%-328.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $41 | $7,082-99.4% | $5,796-99.3% | $11,601-99.6% |