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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 | $25,454 | $202,342-87.4% | $172,752-85.3% | $152,897-83.4% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.5%-10.2pp |
| Annual return | 29.15% | 1029.83%-1000.7pp | 802.97%-773.8pp | 345.43%-316.3pp |
| Employer contribution / active EE | $1,979 | $5,858-66.2% | $5,144-61.5% | $4,764-58.5% |
| Participant deferral / active EE | $3,598 | $5,948-39.5% | $5,198-30.8% | $5,851-38.5% |
| Admin fee / account holder | $10 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |