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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 | $25,860 | $217,432-88.1% | $185,849-86.1% | $167,536-84.6% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 28.71% | 148.42%-119.7pp | 122.10%-93.4pp | 478.82%-450.1pp |
| Employer contribution / active EE | $2,273 | $5,875-61.3% | $5,169-56.0% | $4,839-53.0% |
| Participant deferral / active EE | $10,189 | $6,357+60.3% | $5,569+83.0% | $6,342+60.6% |
| Admin fee / account holder | $57 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |