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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 | $6,361 | $175,231-96.4% | $149,696-95.8% | $139,466-95.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.88% | 166.77%-143.9pp | 134.46%-111.6pp | 373.66%-350.8pp |
| Employer contribution / active EE | $2,021 | $5,478-63.1% | $4,821-58.1% | $4,754-57.5% |
| Participant deferral / active EE | $4,186 | $6,521-35.8% | $5,682-26.3% | $6,712-37.6% |
| Admin fee / account holder | $45 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |