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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 | $6,184 | $165,361-96.3% | $149,715-95.9% | $158,950-96.1% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 134.81% | 348.24%-213.4pp | 276.66%-141.9pp | 302.91%-168.1pp |
| Employer contribution / active EE | $1,881 | $5,103-63.1% | $4,645-59.5% | $4,762-60.5% |
| Participant deferral / active EE | $2,478 | $7,182-65.5% | $6,842-63.8% | $5,983-58.6% |
| Admin fee / account holder | $2 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |