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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 | $7,402 | $100,938-92.7% | $90,461-91.8% | $158,982-95.3% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 77.02% | 1727.20%-1650.2pp | 1294.76%-1217.7pp | 302.99%-226.0pp |
| Employer contribution / active EE | $1,792 | $3,691-51.4% | $3,264-45.1% | $4,763-62.4% |
| Participant deferral / active EE | $2,427 | $4,350-44.2% | $3,964-38.8% | $5,983-59.4% |
| Admin fee / account holder | $257 | $6,510-96.1% | $5,617-95.4% | $11,252-97.7% |