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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 | $5,468 | $106,008-94.8% | $92,240-94.1% | $147,586-96.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 30.89% | 50.05%-19.2pp | 176.29%-145.4pp | 578.59%-547.7pp |
| Employer contribution / active EE | $2,110 | $4,333-51.3% | $3,680-42.7% | $4,876-56.7% |
| Participant deferral / active EE | $2,013 | $4,478-55.1% | $3,897-48.4% | $5,439-63.0% |
| Admin fee / account holder | $287 | $6,333-95.5% | $5,194-94.5% | $10,886-97.4% |