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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 | $7,793 | $209,422-96.3% | $178,503-95.6% | $158,982-95.1% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 61.99% | 188.81%-126.8pp | 151.12%-89.1pp | 302.99%-241.0pp |
| Employer contribution / active EE | $1,565 | $5,707-72.6% | $5,011-68.8% | $4,763-67.1% |
| Participant deferral / active EE | $3,478 | $5,955-41.6% | $5,202-33.1% | $5,983-41.9% |
| Admin fee / account holder | $104 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |