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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 | $6,480 | $159,978-95.9% | $147,041-95.6% | $145,978-95.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.38% | 98.36%-83.0pp | 419.21%-403.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,565 | $5,288-51.5% | $4,935-48.0% | $4,662-45.0% |
| Participant deferral / active EE | $3,313 | $8,429-60.7% | $8,071-59.0% | $6,690-50.5% |
| Admin fee / account holder | $52 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |