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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 | $5,593 | $175,257-96.8% | $149,717-96.3% | $139,456-96.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 320.94% | 166.70%+154.2pp | 134.41%+186.5pp | 373.45%-52.5pp |
| Employer contribution / active EE | $1,582 | $5,477-71.1% | $4,820-67.2% | $4,753-66.7% |
| Participant deferral / active EE | $3,193 | $6,521-51.0% | $5,682-43.8% | $6,711-52.4% |
| Admin fee / account holder | $105 | $16,156-99.4% | $13,213-99.2% | $11,407-99.1% |