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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 | $11,908 | $157,304-92.4% | $141,197-91.6% | $152,909-92.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 39.61% | 64.34%-24.7pp | 71.41%-31.8pp | 345.46%-305.9pp |
| Employer contribution / active EE | $1,847 | $5,263-64.9% | $4,736-61.0% | $4,764-61.2% |
| Participant deferral / active EE | $3,043 | $7,111-57.2% | $6,710-54.6% | $5,851-48.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |