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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 | $6,384 | $183,592-96.5% | $155,574-95.9% | $145,877-95.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 19.58% | 61.37%-41.8pp | 64.87%-45.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,834 | $5,317-65.5% | $4,676-60.8% | $4,663-60.7% |
| Participant deferral / active EE | $3,994 | $6,466-38.2% | $5,629-29.1% | $6,691-40.3% |
| Admin fee / account holder | $40 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |