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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 | $4,800 | $133,981-96.4% | $112,249-95.7% | $134,532-96.4% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -19.66% | 47.16%-66.8pp | 27.48%-47.1pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,155 | $4,040-21.9% | $3,636-13.2% | $4,741-33.5% |
| Participant deferral / active EE | $4,598 | $5,292-13.1% | $4,729-2.8% | $6,401-28.2% |
| Admin fee / account holder | $297 | $7,492-96.0% | $6,412-95.4% | $11,429-97.4% |