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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 | $15,402 | $209,425-92.6% | $178,499-91.4% | $158,966-90.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.06% | 188.80%-173.7pp | 151.10%-136.0pp | 302.95%-287.9pp |
| Employer contribution / active EE | $2,906 | $5,707-49.1% | $5,011-42.0% | $4,762-39.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |