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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 | $9,177 | $106,280-91.4% | $96,538-90.5% | $139,487-93.4% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 135.50% | 38.48%+97.0pp | 35.74%+99.8pp | 373.84%-238.3pp |
| Employer contribution / active EE | $2,278 | $4,107-44.5% | $3,740-39.1% | $4,755-52.1% |
| Participant deferral / active EE | $4,674 | $5,457-14.4% | $4,880-4.2% | $6,713-30.4% |
| Admin fee / account holder | $148 | $7,888-98.1% | $6,737-97.8% | $11,407-98.7% |