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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 | $9,439 | $159,978-94.1% | $147,041-93.6% | $145,978-93.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.10% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,193 | $5,288-77.4% | $4,935-75.8% | $4,662-74.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |