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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 | $8,122 | $165,381-95.1% | $149,730-94.6% | $158,966-94.9% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 40.52% | 348.29%-307.8pp | 276.70%-236.2pp | 302.95%-262.4pp |
| Employer contribution / active EE | $1,288 | $5,104-74.8% | $4,645-72.3% | $4,762-73.0% |
| Participant deferral / active EE | $2,748 | $7,182-61.7% | $6,843-59.8% | $5,983-54.1% |
| Admin fee / account holder | $35 | $10,809-99.7% | $9,310-99.6% | $11,250-99.7% |