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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 | $7,058 | $100,938-93.0% | $90,461-92.2% | $158,982-95.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 21.21% | 1727.20%-1706.0pp | 1294.76%-1273.6pp | 302.99%-281.8pp |
| Employer contribution / active EE | $793 | $3,691-78.5% | $3,264-75.7% | $4,763-83.3% |
| Participant deferral / active EE | $1,224 | $4,350-71.9% | $3,964-69.1% | $5,983-79.6% |
| Admin fee / account holder | $96 | $6,510-98.5% | $5,617-98.3% | $11,252-99.2% |