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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 | $8,676 | $176,105-95.1% | $159,474-94.6% | $167,536-94.8% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 32.01% | 331.91%-299.9pp | 263.68%-231.7pp | 478.82%-446.8pp |
| Employer contribution / active EE | $1,415 | $5,299-73.3% | $4,831-70.7% | $4,839-70.8% |
| Participant deferral / active EE | $4,617 | $7,751-40.4% | $7,353-37.2% | $6,342-27.2% |
| Admin fee / account holder | $265 | $12,559-97.9% | $10,802-97.5% | $12,315-97.9% |