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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 | $8,440 | $183,592-95.4% | $155,574-94.6% | $145,877-94.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.02% | 61.37%-48.4pp | 64.87%-51.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,495 | $5,317-71.9% | $4,676-68.0% | $4,663-67.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |