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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 | $13,387 | $175,231-92.4% | $149,696-91.1% | $139,466-90.4% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 31.61% | 166.77%-135.2pp | 134.46%-102.8pp | 373.66%-342.1pp |
| Employer contribution / active EE | $1,538 | $5,478-71.9% | $4,821-68.1% | $4,754-67.7% |
| Participant deferral / active EE | $4,728 | $6,521-27.5% | $5,682-16.8% | $6,712-29.6% |
| Admin fee / account holder | $76 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |