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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 | $7,270 | $100,895-92.8% | $90,430-92.0% | $158,950-95.4% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 7.42% | 1725.54%-1718.1pp | 1293.73%-1286.3pp | 302.91%-295.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $97 | $6,505-98.5% | $5,613-98.3% | $11,248-99.1% |