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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 | $5,629 | $183,592-96.9% | $155,574-96.4% | $145,877-96.1% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 33.16% | 61.37%-28.2pp | 64.87%-31.7pp | 551.28%-518.1pp |
| Employer contribution / active EE | $2,224 | $5,317-58.2% | $4,676-52.4% | $4,663-52.3% |
| Participant deferral / active EE | $3,290 | $6,466-49.1% | $5,629-41.5% | $6,691-50.8% |
| Admin fee / account holder | $242 | $19,316-98.7% | $15,914-98.5% | $13,402-98.2% |