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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 | $14,739 | $202,342-92.7% | $172,752-91.5% | $152,897-90.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 42.34% | 1029.83%-987.5pp | 802.97%-760.6pp | 345.43%-303.1pp |
| Employer contribution / active EE | $1,503 | $5,858-74.3% | $5,144-70.8% | $4,764-68.5% |
| Participant deferral / active EE | $3,420 | $5,948-42.5% | $5,198-34.2% | $5,851-41.5% |
| Admin fee / account holder | $29 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |