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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 | $5,524 | $96,678-94.3% | $86,640-93.6% | $139,466-96.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 19.54% | 106.69%-87.1pp | 592.52%-573.0pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,008 | $3,265-69.1% | $3,024-66.7% | $4,754-78.8% |
| Participant deferral / active EE | $1,008 | $4,837-79.2% | $4,438-77.3% | $6,712-85.0% |
| Admin fee / account holder | $52 | $6,410-99.2% | $5,616-99.1% | $11,409-99.5% |