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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 | $4,077 | $96,678-95.8% | $86,640-95.3% | $139,466-97.1% |
| Participation rate | 84.2% | 74.4%+9.8pp | 71.7%+12.5pp | 80.3%+3.9pp |
| Annual return | 19.32% | 106.69%-87.4pp | 592.52%-573.2pp | 373.66%-354.3pp |
| Employer contribution / active EE | $3,905 | $3,265+19.6% | $3,024+29.1% | $4,754-17.9% |
| Participant deferral / active EE | $1,290 | $4,837-73.3% | $4,438-70.9% | $6,712-80.8% |
| Admin fee / account holder | $145 | $6,410-97.7% | $5,616-97.4% | $11,409-98.7% |