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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 | $27,252 | $202,345-86.5% | $172,755-84.2% | $152,885-82.2% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 26.37% | 1029.77%-1003.4pp | 802.94%-776.6pp | 345.39%-319.0pp |
| Employer contribution / active EE | $2,185 | $5,858-62.7% | $5,144-57.5% | $4,763-54.1% |
| Participant deferral / active EE | $3,514 | $5,948-40.9% | $5,198-32.4% | $5,851-39.9% |
| Admin fee / account holder | $15 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |