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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 | $18,777 | $202,342-90.7% | $172,752-89.1% | $152,897-87.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 25.28% | 1029.83%-1004.5pp | 802.97%-777.7pp | 345.43%-320.2pp |
| Employer contribution / active EE | $1,780 | $5,858-69.6% | $5,144-65.4% | $4,764-62.6% |
| Participant deferral / active EE | $3,647 | $5,948-38.7% | $5,198-29.8% | $5,851-37.7% |
| Admin fee / account holder | $57 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |