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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 | $4,577 | $138,075-96.7% | $123,552-96.3% | $135,379-96.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 42.23% | 153.70%-111.5pp | 119.20%-77.0pp | 519.79%-477.6pp |
| Employer contribution / active EE | $1,326 | $5,152-74.3% | $4,628-71.3% | $4,779-72.3% |
| Participant deferral / active EE | $3,768 | $6,800-44.6% | $6,426-41.4% | $5,609-32.8% |
| Admin fee / account holder | $131 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |