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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 | $5,810 | $132,634-95.6% | $115,768-95.0% | $137,256-95.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 22.38% | 160.70%-138.3pp | 100.46%-78.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $4,177 | $3,360+24.3% | $2,940+42.1% | $4,156+0.5% |
| Participant deferral / active EE | $5,294 | $5,619-5.8% | $4,917+7.7% | $6,407-17.4% |
| Admin fee / account holder | $92 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |