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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 | $8,877 | $185,199-95.2% | $142,874-93.8% | $167,518-94.7% |
| Participation rate | 80.0% | 78.5%+1.5pp | 72.0%+8.0pp | 82.1%-2.1pp |
| Annual return | 17.83% | 8556.90%-8539.1pp | 5638.58%-5620.8pp | 478.71%-460.9pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $928 | $4,495-79.4% | $3,838-75.8% | $6,342-85.4% |
| Admin fee / account holder | $39 | $8,031-99.5% | $6,561-99.4% | $12,312-99.7% |