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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 | $7,743 | $124,980-93.8% | $108,359-92.9% | $154,746-95.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 150.63% | 45.00%+105.6pp | 36.89%+113.7pp | 172.34%-21.7pp |
| Employer contribution / active EE | $738 | $2,851-74.1% | $2,399-69.2% | $4,379-83.1% |
| Participant deferral / active EE | $1,519 | $4,743-68.0% | $4,137-63.3% | $6,730-77.4% |
| Admin fee / account holder | $17 | $11,502-99.9% | $9,741-99.8% | $14,365-99.9% |