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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 | $7,947 | $176,120-95.5% | $159,487-95.0% | $167,553-95.3% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 28.07% | 331.95%-303.9pp | 263.71%-235.6pp | 478.89%-450.8pp |
| Employer contribution / active EE | $2,089 | $5,299-60.6% | $4,831-56.8% | $4,840-56.8% |
| Participant deferral / active EE | $2,951 | $7,752-61.9% | $7,354-59.9% | $6,343-53.5% |
| Admin fee / account holder | $7 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |