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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 | $4,824 | $150,346-96.8% | $120,524-96.0% | $145,877-96.7% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 19.14% | 154.40%-135.3pp | 107.36%-88.2pp | 551.28%-532.1pp |
| Employer contribution / active EE | $1,232 | $4,353-71.7% | $3,469-64.5% | $4,663-73.6% |
| Participant deferral / active EE | $1,458 | $6,172-76.4% | $4,994-70.8% | $6,691-78.2% |
| Admin fee / account holder | $20 | $12,215-99.8% | $9,440-99.8% | $13,402-99.9% |