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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 | $7,127 | $125,190-94.3% | $105,624-93.3% | $145,897-95.1% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.8pp | 80.3%-8.9pp |
| Annual return | 22.09% | 225.22%-203.1pp | 116.20%-94.1pp | 552.29%-530.2pp |
| Employer contribution / active EE | $807 | $3,720-78.3% | $3,168-74.5% | $4,663-82.7% |
| Participant deferral / active EE | $1,641 | $5,716-71.3% | $5,013-67.3% | $6,689-75.5% |
| Admin fee / account holder | $27 | $17,138-99.8% | $10,961-99.8% | $13,390-99.8% |