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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 | $9,267 | $100,895-90.8% | $90,430-89.8% | $158,950-94.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 27.57% | 1725.54%-1698.0pp | 1293.73%-1266.2pp | 302.91%-275.3pp |
| Employer contribution / active EE | $372 | $3,689-89.9% | $3,262-88.6% | $4,762-92.2% |
| Participant deferral / active EE | $2,079 | $4,347-52.2% | $3,963-47.5% | $5,983-65.3% |
| Admin fee / account holder | $24 | $6,505-99.6% | $5,613-99.6% | $11,248-99.8% |