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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 | $6,720 | $176,071-96.2% | $159,450-95.8% | $167,497-96.0% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 32.98% | 331.79%-298.8pp | 263.60%-230.6pp | 478.62%-445.6pp |
| Employer contribution / active EE | $2,692 | $5,298-49.2% | $4,830-44.3% | $4,838-44.4% |
| Participant deferral / active EE | $3,651 | $7,750-52.9% | $7,352-50.3% | $6,341-42.4% |
| Admin fee / account holder | $128 | $12,555-99.0% | $10,800-98.8% | $12,310-99.0% |