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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 | $8,004 | $112,121-92.9% | $95,960-91.7% | $158,966-95.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 51.11% | 171.16%-120.1pp | 91.63%-40.5pp | 302.95%-251.8pp |
| Employer contribution / active EE | $1,110 | $3,199-65.3% | $2,541-56.3% | $4,762-76.7% |
| Participant deferral / active EE | $1,903 | $4,784-60.2% | $4,167-54.3% | $5,983-68.2% |
| Admin fee / account holder | $28 | $10,135-99.7% | $6,797-99.6% | $11,250-99.8% |