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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 | $5,813 | $183,627-96.8% | $155,602-96.3% | $145,978-96.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 50.33% | 61.32%-11.0pp | 64.81%-14.5pp | 550.52%-500.2pp |
| Employer contribution / active EE | $1,145 | $5,316-78.5% | $4,675-75.5% | $4,662-75.4% |
| Participant deferral / active EE | $1,955 | $6,466-69.8% | $5,629-65.3% | $6,690-70.8% |
| Admin fee / account holder | $14 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |