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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 | $5,747 | $208,088-97.2% | $186,193-96.9% | $154,746-96.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 29.69% | 89.97%-60.3pp | 78.03%-48.3pp | 172.34%-142.6pp |
| Employer contribution / active EE | $1,467 | $4,340-66.2% | $3,918-62.6% | $4,379-66.5% |
| Participant deferral / active EE | $2,094 | $7,078-70.4% | $6,513-67.8% | $6,730-68.9% |
| Admin fee / account holder | $14 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |