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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 | $6,944 | $183,516-96.2% | $155,534-95.5% | $145,884-95.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 20.19% | 61.43%-41.2pp | 64.92%-44.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,455 | $6,467-46.6% | $5,630-38.6% | $6,690-48.4% |
| Admin fee / account holder | $215 | $19,293-98.9% | $15,900-98.6% | $13,392-98.4% |