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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 | $3,423 | $103,008-96.7% | $90,304-96.2% | $152,897-97.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 37.21% | 95.22%-58.0pp | 78.13%-40.9pp | 345.43%-308.2pp |
| Employer contribution / active EE | $625 | $3,139-80.1% | $2,855-78.1% | $4,764-86.9% |
| Participant deferral / active EE | $1,596 | $4,281-62.7% | $3,885-58.9% | $5,851-72.7% |
| Admin fee / account holder | $3 | $6,175-99.9% | $5,354-99.9% | $11,599-100.0% |