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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 | $6,371 | $121,656-94.8% | $104,614-93.9% | $158,950-96.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 28.13% | 465.51%-437.4pp | 340.56%-312.4pp | 302.91%-274.8pp |
| Employer contribution / active EE | $1,051 | $3,164-66.8% | $2,681-60.8% | $4,762-77.9% |
| Participant deferral / active EE | $2,709 | $4,177-35.2% | $3,739-27.6% | $5,983-54.7% |
| Admin fee / account holder | $21 | $7,775-99.7% | $6,464-99.7% | $11,248-99.8% |