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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 | $9,277 | $73,518-87.4% | $63,003-85.3% | $147,585-93.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 36.26% | 175.46%-139.2pp | 87.59%-51.3pp | 578.57%-542.3pp |
| Employer contribution / active EE | $4,215 | $3,322+26.9% | $2,760+52.7% | $4,876-13.6% |
| Participant deferral / active EE | $2,443 | $4,183-41.6% | $3,329-26.6% | $5,439-55.1% |
| Admin fee / account holder | $92 | $5,952-98.5% | $3,600-97.4% | $10,885-99.2% |