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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 | $19,444 | $150,446-87.1% | $136,297-85.7% | $147,585-86.8% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 18.86% | 1049.14%-1030.3pp | 5156.19%-5137.3pp | 578.58%-559.7pp |
| Employer contribution / active EE | $1,369 | $5,256-74.0% | $4,696-70.9% | $4,876-71.9% |
| Participant deferral / active EE | $3,333 | $6,631-49.7% | $6,247-46.6% | $5,439-38.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |