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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 | $7,287 | $148,623-95.1% | $135,974-94.6% | $139,466-94.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 30.53% | 79.30%-48.8pp | 68.30%-37.8pp | 373.66%-343.1pp |
| Employer contribution / active EE | $2,099 | $5,246-60.0% | $4,859-56.8% | $4,754-55.8% |
| Participant deferral / active EE | $3,886 | $8,103-52.0% | $7,760-49.9% | $6,712-42.1% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |