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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 | $5,826 | $114,093-94.9% | $96,171-93.9% | $167,536-96.5% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 26.17% | 190.00%-163.8pp | 192.04%-165.9pp | 478.82%-452.6pp |
| Employer contribution / active EE | $2,479 | $3,429-27.7% | $2,799-11.4% | $4,839-48.8% |
| Participant deferral / active EE | $3,685 | $5,197-29.1% | $4,350-15.3% | $6,342-41.9% |
| Admin fee / account holder | $30 | $6,899-99.6% | $5,538-99.5% | $12,315-99.8% |