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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 | $7,593 | $105,145-92.8% | $94,664-92.0% | $139,466-94.6% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 50.82% | 38.09%+12.7pp | 156.84%-106.0pp | 373.66%-322.8pp |
| Employer contribution / active EE | $1,967 | $4,107-52.1% | $3,673-46.5% | $4,754-58.6% |
| Participant deferral / active EE | $2,606 | $7,599-65.7% | $7,417-64.9% | $6,712-61.2% |
| Admin fee / account holder | $116 | $8,972-98.7% | $7,222-98.4% | $11,409-99.0% |