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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 | $3,888 | $129,737-97.0% | $119,126-96.7% | $154,746-97.5% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 29.17% | 379.08%-349.9pp | 282.11%-252.9pp | 172.34%-143.2pp |
| Employer contribution / active EE | $1,118 | $4,375-74.4% | $4,034-72.3% | $4,379-74.5% |
| Participant deferral / active EE | $1,905 | $5,842-67.4% | $5,318-64.2% | $6,730-71.7% |
| Admin fee / account holder | $14 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |