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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 | $13,433 | $176,105-92.4% | $159,474-91.6% | $167,536-92.0% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 21.50% | 331.91%-310.4pp | 263.68%-242.2pp | 478.82%-457.3pp |
| Employer contribution / active EE | $2,010 | $5,299-62.1% | $4,831-58.4% | $4,839-58.5% |
| Participant deferral / active EE | $3,406 | $7,751-56.1% | $7,353-53.7% | $6,342-46.3% |
| Admin fee / account holder | $55 | $12,559-99.6% | $10,802-99.5% | $12,315-99.5% |