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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 | $16,687 | $184,000-90.9% | $162,185-89.7% | $152,909-89.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 37.22% | 150.80%-113.6pp | 115.61%-78.4pp | 345.46%-308.2pp |
| Employer contribution / active EE | $1,790 | $6,370-71.9% | $5,613-68.1% | $4,764-62.4% |
| Participant deferral / active EE | $4,769 | $8,033-40.6% | $7,297-34.6% | $5,851-18.5% |
| Admin fee / account holder | $169 | $13,124-98.7% | $10,844-98.4% | $11,601-98.5% |