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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 | $16,629 | $150,447-88.9% | $136,298-87.8% | $147,586-88.7% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 18.54% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,292 | $5,256-75.4% | $4,696-72.5% | $4,876-73.5% |
| Participant deferral / active EE | $3,138 | $6,631-52.7% | $6,247-49.8% | $5,439-42.3% |
| Admin fee / account holder | $34 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |