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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 | $16,218 | $165,381-90.2% | $149,730-89.2% | $158,966-89.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 33.73% | 348.29%-314.6pp | 276.70%-243.0pp | 302.95%-269.2pp |
| Employer contribution / active EE | $1,729 | $5,104-66.1% | $4,645-62.8% | $4,762-63.7% |
| Participant deferral / active EE | $5,795 | $7,182-19.3% | $6,843-15.3% | $5,983-3.1% |
| Admin fee / account holder | $17 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |