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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 | $5,662 | $183,592-96.9% | $155,574-96.4% | $145,877-96.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 46.76% | 61.37%-14.6pp | 64.87%-18.1pp | 551.28%-504.5pp |
| Employer contribution / active EE | $1,424 | $5,317-73.2% | $4,676-69.5% | $4,663-69.5% |
| Participant deferral / active EE | $2,623 | $6,466-59.4% | $5,629-53.4% | $6,691-60.8% |
| Admin fee / account holder | $2 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |