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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 | $6,031 | $129,737-95.4% | $119,126-94.9% | $154,746-96.1% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 30.43% | 379.08%-348.7pp | 282.11%-251.7pp | 172.34%-141.9pp |
| Employer contribution / active EE | $1,241 | $4,375-71.6% | $4,034-69.2% | $4,379-71.7% |
| Participant deferral / active EE | $2,621 | $5,842-55.1% | $5,318-50.7% | $6,730-61.1% |
| Admin fee / account holder | $71 | $11,961-99.4% | $10,693-99.3% | $14,365-99.5% |