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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 | $4,279 | $176,402-97.6% | $134,155-96.8% | $158,950-97.3% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 118.28% | 63.66%+54.6pp | 36.34%+81.9pp | 302.91%-184.6pp |
| Employer contribution / active EE | $1,494 | $5,042-70.4% | $3,705-59.7% | $4,762-68.6% |
| Participant deferral / active EE | $2,385 | $4,093-41.7% | $3,500-31.8% | $5,983-60.1% |
| Admin fee / account holder | $21 | $8,719-99.8% | $6,685-99.7% | $11,248-99.8% |