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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 | $9,069 | $99,009-90.8% | $86,581-89.5% | $147,585-93.9% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 27.02% | 1312.70%-1285.7pp | 965.06%-938.0pp | 578.58%-551.6pp |
| Employer contribution / active EE | $1,853 | $3,132-40.8% | $2,840-34.7% | $4,876-62.0% |
| Participant deferral / active EE | $2,781 | $3,972-30.0% | $3,609-22.9% | $5,439-48.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |