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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 | $7,497 | $217,432-96.6% | $185,851-96.0% | $167,553-95.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 121.01% | 148.43%-27.4pp | 122.11%-1.1pp | 478.89%-357.9pp |
| Employer contribution / active EE | $2,347 | $5,874-60.1% | $5,168-54.6% | $4,840-51.5% |
| Participant deferral / active EE | $2,611 | $6,357-58.9% | $5,569-53.1% | $6,343-58.8% |
| Admin fee / account holder | $95 | $19,820-99.5% | $16,245-99.4% | $12,316-99.2% |