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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 | $9,627 | $150,447-93.6% | $136,298-92.9% | $147,586-93.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 33.26% | 1049.15%-1015.9pp | 5156.27%-5123.0pp | 578.59%-545.3pp |
| Employer contribution / active EE | $1,815 | $5,256-65.5% | $4,696-61.3% | $4,876-62.8% |
| Participant deferral / active EE | $3,481 | $6,631-47.5% | $6,247-44.3% | $5,439-36.0% |
| Admin fee / account holder | $202 | $10,906-98.1% | $9,244-97.8% | $10,886-98.1% |