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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 | $13,093 | $202,342-93.5% | $172,752-92.4% | $152,897-91.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 47.35% | 1029.83%-982.5pp | 802.97%-755.6pp | 345.43%-298.1pp |
| Employer contribution / active EE | $1,380 | $5,858-76.4% | $5,144-73.2% | $4,764-71.0% |
| Participant deferral / active EE | $5,462 | $5,948-8.2% | $5,198+5.1% | $5,851-6.6% |
| Admin fee / account holder | $122 | $17,111-99.3% | $13,955-99.1% | $11,599-98.9% |