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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 | $7,444 | $226,105-96.7% | $182,540-95.9% | $152,897-95.1% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 32.89% | 192.58%-159.7pp | 148.58%-115.7pp | 345.43%-312.5pp |
| Employer contribution / active EE | $2,359 | $4,978-52.6% | $4,076-42.1% | $4,764-50.5% |
| Participant deferral / active EE | $5,458 | $6,370-14.3% | $5,525-1.2% | $5,851-6.7% |
| Admin fee / account holder | $22 | $10,706-99.8% | $8,593-99.7% | $11,599-99.8% |