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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 | $7,675 | $148,582-94.8% | $135,942-94.4% | $139,456-94.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 41.82% | 79.26%-37.4pp | 68.28%-26.5pp | 373.45%-331.6pp |
| Employer contribution / active EE | $2,127 | $5,245-59.4% | $4,858-56.2% | $4,753-55.2% |
| Participant deferral / active EE | $3,947 | $8,101-51.3% | $7,759-49.1% | $6,711-41.2% |
| Admin fee / account holder | $16 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |