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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 | $3,326 | $148,623-97.8% | $135,974-97.6% | $139,466-97.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 63.41% | 79.30%-15.9pp | 68.30%-4.9pp | 373.66%-310.3pp |
| Employer contribution / active EE | $1,159 | $5,246-77.9% | $4,859-76.2% | $4,754-75.6% |
| Participant deferral / active EE | $3,057 | $8,103-62.3% | $7,760-60.6% | $6,712-54.5% |
| Admin fee / account holder | $9 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |