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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 | $12,417 | $157,296-92.1% | $141,191-91.2% | $152,897-91.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 47.21% | 64.34%-17.1pp | 71.41%-24.2pp | 345.43%-298.2pp |
| Employer contribution / active EE | $1,208 | $5,262-77.1% | $4,736-74.5% | $4,764-74.7% |
| Participant deferral / active EE | $6,968 | $7,111-2.0% | $6,710+3.8% | $5,851+19.1% |
| Admin fee / account holder | $36 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |