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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 | $8,835 | $115,814-92.4% | $101,275-91.3% | $158,982-94.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 45.32% | 56.16%-10.8pp | 46.48%-1.2pp | 302.99%-257.7pp |
| Employer contribution / active EE | $1,362 | $4,176-67.4% | $3,660-62.8% | $4,763-71.4% |
| Participant deferral / active EE | $2,701 | $4,958-45.5% | $4,371-38.2% | $5,983-54.9% |
| Admin fee / account holder | $72 | $7,249-99.0% | $5,948-98.8% | $11,252-99.4% |