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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 | $17,518 | $157,296-88.9% | $141,191-87.6% | $152,897-88.5% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 41.11% | 64.34%-23.2pp | 71.41%-30.3pp | 345.43%-304.3pp |
| Employer contribution / active EE | $4,732 | $5,262-10.1% | $4,736-0.1% | $4,764-0.7% |
| Participant deferral / active EE | $2,909 | $7,111-59.1% | $6,710-56.7% | $5,851-50.3% |
| Admin fee / account holder | $144 | $12,125-98.8% | $10,264-98.6% | $11,599-98.8% |