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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 | $5,145 | $104,937-95.1% | $84,628-93.9% | $152,897-96.6% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.5%+9.2pp |
| Annual return | 39.32% | 373.88%-334.6pp | 258.80%-219.5pp | 345.43%-306.1pp |
| Employer contribution / active EE | $1,515 | $3,303-54.1% | $2,653-42.9% | $4,764-68.2% |
| Participant deferral / active EE | $2,280 | $4,690-51.4% | $3,900-41.5% | $5,851-61.0% |
| Admin fee / account holder | $215 | $6,243-96.6% | $4,914-95.6% | $11,599-98.1% |