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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 | $7,424 | $157,304-95.3% | $141,197-94.7% | $152,909-95.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 54.45% | 64.34%-9.9pp | 71.41%-17.0pp | 345.46%-291.0pp |
| Employer contribution / active EE | $2,255 | $5,263-57.2% | $4,736-52.4% | $4,764-52.7% |
| Participant deferral / active EE | $3,533 | $7,111-50.3% | $6,710-47.4% | $5,851-39.6% |
| Admin fee / account holder | $254 | $12,126-97.9% | $10,265-97.5% | $11,601-97.8% |