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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 | $17,002 | $150,447-88.7% | $136,298-87.5% | $147,586-88.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.06% | 1049.15%-1027.1pp | 5156.27%-5134.2pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,656 | $5,256-68.5% | $4,696-64.7% | $4,876-66.1% |
| Participant deferral / active EE | $3,764 | $6,631-43.2% | $6,247-39.7% | $5,439-30.8% |
| Admin fee / account holder | $232 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |