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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 | $5,096 | $217,432-97.7% | $185,849-97.3% | $167,536-97.0% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 59.45% | 148.42%-89.0pp | 122.10%-62.6pp | 478.82%-419.4pp |
| Employer contribution / active EE | $1,740 | $5,875-70.4% | $5,169-66.3% | $4,839-64.0% |
| Participant deferral / active EE | $2,766 | $6,357-56.5% | $5,569-50.3% | $6,342-56.4% |
| Admin fee / account holder | $43 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |