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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 | $8,094 | $99,011-91.8% | $86,582-90.7% | $147,586-94.5% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 23.49% | 1312.75%-1289.3pp | 965.08%-941.6pp | 578.59%-555.1pp |
| Employer contribution / active EE | $727 | $3,132-76.8% | $2,839-74.4% | $4,876-85.1% |
| Participant deferral / active EE | $1,561 | $3,972-60.7% | $3,609-56.7% | $5,439-71.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |