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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 | $5,006 | $202,440-97.5% | $169,390-97.0% | $139,466-96.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 42.91% | 532.36%-489.5pp | 406.07%-363.2pp | 373.66%-330.8pp |
| Employer contribution / active EE | $1,388 | $4,693-70.4% | $4,013-65.4% | $4,754-70.8% |
| Participant deferral / active EE | $1,804 | $6,940-74.0% | $6,222-71.0% | $6,712-73.1% |
| Admin fee / account holder | $20 | $10,722-99.8% | $9,015-99.8% | $11,409-99.8% |