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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 | $9,586 | $144,124-93.3% | $117,857-91.9% | $147,585-93.5% |
| Participation rate | 77.3% | 83.4%-6.1pp | 79.7%-2.4pp | 82.8%-5.6pp |
| Annual return | 23.62% | 531.17%-507.5pp | 335.09%-311.5pp | 578.56%-554.9pp |
| Employer contribution / active EE | $1,595 | $4,897-67.4% | $3,786-57.9% | $4,876-67.3% |
| Participant deferral / active EE | $2,535 | $5,316-52.3% | $4,482-43.4% | $5,439-53.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |