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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 | $5,206 | $148,582-96.5% | $135,942-96.2% | $139,456-96.3% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,241 | $5,245-57.3% | $4,858-53.9% | $4,753-52.8% |
| Participant deferral / active EE | $3,015 | $8,101-62.8% | $7,759-61.1% | $6,711-55.1% |
| Admin fee / account holder | $129 | $12,402-99.0% | $10,764-98.8% | $11,407-98.9% |