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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 | $5,158 | $106,549-95.2% | $91,225-94.3% | $134,509-96.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | 20.09% | 160.73%-140.6pp | 114.10%-94.0pp | 418.13%-398.0pp |
| Employer contribution / active EE | $1,163 | $3,331-65.1% | $2,851-59.2% | $4,741-75.5% |
| Participant deferral / active EE | $1,562 | $4,719-66.9% | $4,234-63.1% | $6,400-75.6% |
| Admin fee / account holder | $231 | $6,234-96.3% | $5,422-95.7% | $11,427-98.0% |