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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 | $9,628 | $99,031-90.3% | $86,597-88.9% | $147,585-93.5% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 29.98% | 1312.56%-1282.6pp | 964.96%-935.0pp | 578.57%-548.6pp |
| Employer contribution / active EE | $1,581 | $3,132-49.5% | $2,840-44.3% | $4,876-67.6% |
| Participant deferral / active EE | $3,418 | $3,972-13.9% | $3,609-5.3% | $5,439-37.1% |
| Admin fee / account holder | $98 | $5,711-98.3% | $4,906-98.0% | $10,885-99.1% |