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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 | $6,594 | $99,011-93.3% | $86,582-92.4% | $147,586-95.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 26.50% | 1312.75%-1286.2pp | 965.08%-938.6pp | 578.59%-552.1pp |
| Employer contribution / active EE | $694 | $3,132-77.8% | $2,839-75.6% | $4,876-85.8% |
| Participant deferral / active EE | $2,754 | $3,972-30.7% | $3,609-23.7% | $5,439-49.4% |
| Admin fee / account holder | $16 | $5,709-99.7% | $4,904-99.7% | $10,886-99.9% |