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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 | $16,191 | $150,445-89.2% | $136,297-88.1% | $147,585-89.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 41.14% | 1049.14%-1008.0pp | 5156.16%-5115.0pp | 578.57%-537.4pp |
| Employer contribution / active EE | $3,573 | $5,256-32.0% | $4,696-23.9% | $4,876-26.7% |
| Participant deferral / active EE | $6,559 | $6,631-1.1% | $6,247+5.0% | $5,439+20.6% |
| Admin fee / account holder | $50 | $10,906-99.5% | $9,244-99.5% | $10,885-99.5% |