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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 | $6,807 | $100,895-93.3% | $90,430-92.5% | $158,950-95.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 39.22% | 1725.54%-1686.3pp | 1293.73%-1254.5pp | 302.91%-263.7pp |
| Employer contribution / active EE | $1,196 | $3,689-67.6% | $3,262-63.3% | $4,762-74.9% |
| Participant deferral / active EE | $1,742 | $4,347-59.9% | $3,963-56.0% | $5,983-70.9% |
| Admin fee / account holder | $88 | $6,505-98.7% | $5,613-98.4% | $11,248-99.2% |