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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 | $4,169 | $157,276-97.3% | $141,177-97.0% | $152,885-97.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 143.47% | 64.33%+79.1pp | 71.40%+72.1pp | 345.39%-201.9pp |
| Employer contribution / active EE | $1,537 | $5,262-70.8% | $4,736-67.5% | $4,763-67.7% |
| Participant deferral / active EE | $2,825 | $7,110-60.3% | $6,710-57.9% | $5,851-51.7% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |