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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 | $17,053 | $202,342-91.6% | $172,753-90.1% | $152,909-88.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 43.37% | 1029.88%-986.5pp | 803.00%-759.6pp | 345.46%-302.1pp |
| Employer contribution / active EE | $4,173 | $5,857-28.8% | $5,144-18.9% | $4,764-12.4% |
| Participant deferral / active EE | $4,817 | $5,948-19.0% | $5,198-7.3% | $5,851-17.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |